Projects - Workspace Features

If you're looking for task management that can support your productivity while delivering progress directly to clients or external organizations, our projects feature is here.

To get started with this features, you need to have Sontre Account. Please refer to this section to Getting Started with Workspace

Once you've created workspace, click > "Projects" Button menu in your workspace and start adding your client and create your projects.

Create a new client

Create new project for client

You can visit the link above to get a tutorial on how to create a client and add a project to the client.

Highlight Features

In this section, we'll share with you a few details about the features that can support your productivity in managing tasks with your team and your client. Here we go.

Overview dashboard Workspace by GoesDigital

1. Multi-layer clients and projects

Ever wanted to switch tasks from one project to another, even between different clients, without hassle? You can do that with our project feature. We designed the UI to support hyper productivity, making it easy and quick to change focus.

Clients menu, and projects menu on workspace

2. Support Kanban View, List View and Calendar View

Switching the task view based on your preference is available in our project features. We're consistently improving our task view to help you get things done. We'll share more views, such as Gantt charts, in the next phase of development.

List View

Calendar View

Kanban View

3. Detailed Task Card with Calendar, Checklist, and Embedded Link

Detail task

Detail task supports basic items to support your task management with your team and client such as;

Items	Desc
Add Member	Assigning people on specific task
Start date & End Date	Define when this task will start and end
Task Status	Instead of moving it to the 'Done' label, you can mark the status as 'Done' to confirm that this task is complete.
Comments	Add and leave comment to specific task
Reply Comments	Response to your team or client comments
Micro Comments	Create threaded comments starting from the second reply
Add Attachments	Add Attachments in 1st comments
Mention team	Mention team that has access to specific clients
Mention other Task	Mention other task within same client

• Create checklist with Mention and Date within detail task

Checklist in detail task

• Turn comments into an email composer and send them anywhere.

Email composser from comment in detail task

• Support Thread Comments

Thread comments

• Embed Link and direct preview from dashboard

link in detail task

Direct view open from your workspace dashboard

4. Extended dashboard for each client as a portal

Client Portal (External Dashboard)

Our project management features are designed to assist in task collaboration, not only with your team but also with your direct clients or external organizations. Each client you add to your workspace will automatically have an external dashboard generated for them, which you can control to determine how they interact with your project. In this section, we'll share a preview of our client portal.

To share your client portal, making sure that you've Create a new client, and at least Create new project for client > Once done you can follow this steps to get link address to your client portal.

1. Open your workspace

2. Choose any client > Then click icon nearby notification side

3. Pop up will show and > click "Client Portal" Button

Share client portal

1. Copy and paste the link to share it with your clients or people outside your organization.

What you can do with Client Portal

In our use case, the client portal helps us document progress for our clients, control communication distribution, and show progress without overwhelming them with too many details. Here is a summary of the features of our client portal.

List of feature	Desc
Task Visibility	Define specific task that is visible to client portal.
Make it private	When you turn portal into private, people need to access your client portal with PIN or register their email as your client if you aim for more secure method.
No-login access	Enable it so that only people with the link can view the dashboard without logging in.
Bahasa Indonesia	Use Bahasa Indonesia (only on mobile version)
Public comments	People without logging in can leave comments as guests

Assign team as Project Managers for client communication via Portal

When tasks are visible on the client portal, not all team comments are shown. Only project managers can post comments exclusively on the client portal. Please refer to our documentation for details.

Assign project managers