Project/Task Organizer Like Asana
under review
J
Joel Cowen
To make this an all-in-one platform it would be great to have a "Projects" tab that allows us to create task, assign those to specific users, and restrict access to those users. For example, we could create an onboarding section and auto-assign those based on user type (Client, Account Manager, Sales, etc.). We could also have tasks that get assigned to the client. The client could login and see what needs to be done, what's being worked on, etc. This could also be added to the daily/weekly reports that go to the client so they are kept in the loop on things.
HIGHLVL-I-15
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P
Pallavi Kothari
Hi everyone,
Thank you all for upvoting and contributing to this highly requested idea! We're actively exploring improvements to HL Tasks to better support your Project Management needs.
To help us prioritize effectively, please reply to this comment with:
Top 2-3 must-have features you absolutely need to manage your projects effectively using HL Tasks.
Any current workarounds or alternative tools you're using because these essential features are missing from HL.
Your detailed feedback will greatly assist in shaping these enhancements.
Thanks again for your valuable input!
S
Sales & Marketing
Merged in a post:
Project management tool like Jira, Clickup
D
Dhruval Ramani
S
Sales & Marketing
Merged in a post:
Task Module
J
Jonas D
Can we have a separate module for Task and can view it as Kanban, List or Gantt Chart? that will be a great addition to make GHL a true all in one platform
S
Sales & Marketing
Merged in a post:
Built-in Project Management Module for Agencies & Clients
J
Javier Soong
Add a feature-rich project management tool within GoHighLevel to help agencies and clients manage tasks, deadlines, and workflows more effectively. This would allow users to coordinate both internal and client-facing projects without leaving the platform.
Key Features:
- Project dashboards (Kanban and Gantt views)
- Task assignments with priorities, statuses, and due dates
- Task dependencies and subtasks
- Client collaboration via the Client Portal
- Integration with existing GHL workflows and automations
- Visual progress tracking with status updates
- Commenting, tagging, and file attachments
This enhancement aligns with GHL's mission to be an all-in-one agency platform, reducing the need for third-party tools like ClickUp, Asana, or Trello. It would significantly improve user retention and streamline operational workflows for agencies and clients alike.
S
Sales & Marketing
Merged in a post:
Make boards with tasks for project management
H
Hayley Brown
Like todoist, have tasks, subtasks, task sections with header, priority flag and view as a list, in boards or on the calendar. Be able to allocate groups (teams) to sections/tasks/subtasks.
D
Dave Curtis
Hi Pallavi Kothari how is this coming along? It was set as under review in May 2025, almost a year ago. There appears to be lots of interest in managing projects in GHL, so I'm hoping you guys come up with a solution soon.
W
Weston Hooley
It would be really helpful to have a true “Project” or “Work Order” area inside GoHighLevel — something that sits between the sales side (Opportunities) and the financial side (Invoices/Estimates).
Right now, Opportunities are the closest thing we have to tracking jobs, but once a deal is won, the workflow shifts from sales into operations. At that point, it would make sense for the opportunity to move into a Projects section where we can actually manage the job.
Ideally, there would be a clean Projects view — similar to Opportunities — where we can see a list of all active jobs, filter by status, assign users/techs, and track progress. When we open a project, we should be able to see everything tied to it in one place: tasks, notes, activity history, estimates, invoices, payments, appointments, assigned team members, files, etc.
For service-based businesses, this would eliminate the need for workarounds with custom objects or manually storing invoice IDs and links. It would also allow multiple invoices or appointments to be tied to a single project without confusion.
A native project/work order layer would make HighLevel much stronger for contractors, installers, and other service businesses who need more than just a sales pipeline — they need operational visibility after the deal closes.
This would make HighLevel feel like a true all-in-one platform for both sales and execution, not just marketing and CRM.
W
Wilme Leverage
Pallavi Kothari here are some things people have mentioned I support and some other high values aspects to consider:
* Estimate time, and track actual time taken. and resource planning view.
notes that notify a particular or all users, cost rate, and chargeable rate.
* adding images, text and videos to task, as well as flow diagram.
* any dates automatically added to organisation and user (and followers) calendars.
* own prioritisation system; not just high, medium, low, such as a ranking numbered priority; or at least using Eisenhower priorities.
* at least 3 levels deep of cascading tasks.
* notifications don't need automations, they happen automatically.
* associate tasks to custom objects and / or opportunities.
* Kanban board of categories.
* connect tasks to clients, but not essential.
* set who can see, edit, delete and create projects/tasks.
* client / contact request / ticket items of different types using a form or survey - support, tasks, project, etc.
* have tasks set in course / memberships as actions for completion or used as checklists; once and or / over and over again.
* Client / contact resource tracking ($, time or other) and notes against each entry. Showing balance remaining.
* Customisable statuses.
* Connect to internal messages, but shown against task and project; so no external messaging required
I
Ian Watson
Hello Pallavi,
Hopefully, this is something you can implement soon. As HighLevel is built for agencies, it's only logical that every agency will need to manage its projects.
Must-haves:
- Ability to create project stages (display in kanban)
- Ability to create a checklist of tasks (Predefined 'task templates' so users don't have to type out the list of tasks each time)
- Ability to have those task checklists link to the automations object as triggers/actions.
Should also be prompted to ask if we want to create a project when an opportunity is 'won'.
Pipedrive does all of the above - it's a really useful feature, and coming off Pipedrive to use HighLevel without a Projects Object is seriously annoying! I've reverted to printing paper checklists!
E
Esther de Boer
Quick fix would be to save the task view per user.
M
Matthew White
I agree and would love to see a "projects" tab as well where a predefined set of tasks or a checklist that I have created can be assigned to the project. It is also important to be able to assign contacts to each project with their role (EG owner, site supervisor, permit processor, etc). As a builder I need to know what tasks or activities have been completed and these tasks are not always done in the same order so i cant just build a workflow. I also need to know which clients or owners are connected to each project. Finally there should be a way to archive the project when it is no longer active so one can easily focus on active projects easily
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