Project Management Features

Plan & Organize

Projects

Unlimited projects

Create as many projects as you need.

Project Info

Write a brief description of each project.

Project Filters

Find the right project by filtering and sorting the project list.

Starred Projects

Keep your most important projects at the top, so they're always at hand.

Projects / Projects Templates

Save time by creating reusable project templates.

Duplicate Project Templates

Duplicate existing project templates without having to start all over if you just need to make minor adjustments.

Projects / Completed Projects

Completed projects are moved to the completed section so they don't interfere with your ongoing work.

Project Labels

Label projects to indicate their stage.

Project Categories

Categorize projects to stay organized.

Project Progress

See how many tasks you've completed and how many you have left.

Optimize your projects’ workflow

Navigation

Keyboard Shortcuts

Quickly navigate through ActiveCollab using your keyboard.

Search

Quickly find just the thing you're looking for.

Quick Jump To

Get to anything, from anywhere, instantly.

Tasks

Create a task

Organize your work into tasks.

Create a Subtask

Break down a task into multiple subtasks.

Convert Subtasks Into Tasks

If a subtask proves too complex, you can always convert it to a task.

Task Description

Have a brief description of each task.

Start and Due Dates

Set when a task starts and when it's due.

Priorities

Highlight important tasks so they get the attention they deserve.

Task Dependencies

Organize your tasks with child-parent relationships.

Since Your Last Visit

All the changes that were made since the last time you logged in are highlighted.

Reminders

Send an email on a selected date to remind people about a task.

Slice big projects into smaller tasks

Recurring tasks & templates

Recurring Tasks

Create the same task automatically at regular time intervals.

Additional Recurring Task Intervals

You'll have more control over task scheduling and planning with additional recurring task intervals - 3/6/12 months and 2 weeks.

Duplicate Tasks

Create an identical task from an existing one.

Automate your work and save time

My Work

My Tasks

All the tasks you're assigned to in one place so you know what to work on.

My Time

All the time records you logged in one place.

My Activity

Everything you did in ActiveCollab in one place.

Add Tasks and Log Time

Add tasks and time records without having to go to the project first.

Mark All as Read

Mark all updates as read in one click.

Get a personal to-do list, every day

Batch editing & rearranging

Batch Edit

Save time by editing multiple tasks at once.

Move Tasks Between Lists and Projects

Drag-and-drop tasks and task lists to rearrange their order.

Move to Project

Move a task between projects.

Take multiple steps in one go

Multiple task views

List View

Use the List View to get a comprehensive overview of all tasks.

Column View

Switch to the Column View to move tasks like cards on a Kanban board.

Timeline View

Switch to the Timeline View to see how tasks interact on a Gantt timeline with task dependencies.

Timeline Export

Export the timeline into pdf or png so you can share, print, use it in presentations, etc.

Organize your projects in List, Column, or Timeline view

Calendar

Share Calendar

Share a calendar with your team members and clients.

Recurring Events

Automatically create calendar events that repeat each month, week, or at some other custom time interval.

Custom Calendar

Create custom calendars to keep events separate from projects.

Events

Add an event to a calendar for meetings and other important dates.

Task Edit

Directly edit a task from the Calendar.

Pick a Day From the Calendar

See everything that happened in your ActiveCollab on a particular date.

Projects in Calendar

All your project tasks and tasks lists appear in the Calendar so you know what's coming next.

Project Filters

Choose which projects you wish to display in the Calendar.

Event Note

Add a note to an event so you don't forget important info about it.

Get a visual overview of your events

Reports

Tasks

Get a list of all tasks that fill a predefined criteria.

Workload

See task distribution across team members.

Time Tracking

Get an overview of all time records across projects.

Reports - Invoices

Find and filter all invoices that meet a predefined criteria.

Projects

Find and filter all projects that meet a predefined criteria.

Advanced Time Report

Find and filter all the time records that meet a predefined criteria.

CSV Export

Export each report's data in a CSV file for advanced data manipulation.

Presets

Save reports you run often so you can always have the latest information in one click.

Search for all the information you need

Customization

Neon Theme

Give your eyes a bit of relief by choosing the Neon Theme in your preferences.

Give your eyes a well-deserved rest

Complete Your Projects Without Breaking a Sweat

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Communicate & Collaborate

Discussions

Comments

Comment to start a discussion.

Recently Active Discussions

All the new and unread discussions are highlighted.

Subscribers

Subscribe people so they get a notification whenever there's a new change or comment.

Convert to Task

Create a task from the discussion and keep all the conversation.

Move / Copy to Project

Move or copy a discussion between projects.

Attachments

Attach and download files to and from a discussion.

History of Changes

See everything that happened to a discussion and when.

Hide From Clients

Hide a discussion so clients can't see it.

Discuss your ideas and other important matters

Teams

Invite People

Invite new team members whenever you want.

Member Overview

See all the assigned tasks and time logs of a team member.

People List

See who has access to your ActiveCollab, their email, and their level of permissions.

Teams

Organize people into teams to invite and mention them faster.

Archive Users

Archive users who no longer use your ActiveCollab to keep their data and free member seats.

Replace Users

Replace a user so their tasks get reassigned to someone else.

Onboard your team and keep everyone on the same page

User roles & permissions

User Roles

Assign different roles and control what other people can do in ActiveCollab.

Manage People

Manage who can access what projects and what they can do.

Invite your Clients to collaborate on the project

Files

Drag-And-Drop Upload

Drag-and-drop a file from your computer to upload it.

Thumb View

Get a larger preview of each file.

File Preview

View office, video, audio, and text files directly in ActiveCollab without having to download them.

Upload Multiple Files

Drag-and-drop multiple files to quickly upload them all at once.

Keep all your files and information in one place

Notes

Note

Keep project-related info neatly organized in notes.

Collections

Organize notes into collections.

Comments

Leave comments on a note to discuss it.

Versions

See all the changes made to a note and access earlier versions.

Move / Copy to Project

Move and copy notes between projects.

Rich Text Editor

Different style text options to make reading easier.

Subscribers

Subscribe people to a note so they get notifications when there's an activity.

Jot down your thoughts and share them with the team

Clients

Unlimited Clients

Invite and collaborate with as many clients as you want.

Hide From Clients

Hide all tasks, discussions and notes that you don't want your clients to see.

Companies

Organize clients into different companies and bill them.

Company Contact Details

Save contact details for each company and use it later for invoicing.

Custom Hourly Rates per Company

Use different hourly rates, depending on who you work for.

Company Invoices

Access all the invoices you created for the company from their profile page.

Invite an unlimited number of Clients to ActiveCollab

Email

Mail to Task

Create a task from your inbox by sending an email to the project's address.

Mail to Comment

Leave a comment from your inbox by replying to a task's notification email.

Email Notification Settings

Control how many emails you want to receive from ActiveCollab.

Daily Report Emails

Get a personalized recap email each morning.

Use ActiveCollab through your email

Apps

Mobile Apps

Never miss anything important and connect with your workspace wherever you go.

Desktop Apps

Desktop apps enable you to do the Real Work without unnecessary distractions and browser clutter.

Install ActiveCollab on every device

Collaborate With Your Team and Clients

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Track & Measure

Track your time

Minimum Time Entry

Choose the minimum time entry for a time record.

Rounding Interval

Choose how to round time records.

Timesheet

Get a quick overview of all the time records on a project.

Job Types and Hourly Rates

Define different job types and hourly rates so you can make invoices based on tracked time.

Billable Time Records

Choose which time records are billable.

Descriptions

Document each time record, detailing what was done.

Track the time you spend working on each task and project

Create estimates

Estimates Status

Manage your estimates by their status (Won/Lost).

Duplicate

Duplicate an estimate.

Create an Invoice

Create an invoice from an estimate.

Start a Project

Use an estimate and its budget as the basis for a new project.

Download PDF

Download the estimate as a PDF.

Won & Lost Estimates

Access all your won and lost estimates whenever you need them.

Access Logs

See who accessed an estimate and when.

Estimate Note

Provide additional information regarding the estimate.

History of Changes

See everything that happened to an estimate and when.

Expense Categories

Categorize expenses to stay organized.

Collaborate with your Clients from an estimate to an invoice

Reports

Tasks

Get a list of all tasks that fill a predefined criteria.

Workload

See task distribution across team members.

Time Tracking

Get an overview of all time records across projects.

Reports - Invoices

Find and filter all invoices that meet a predefined criteria.

Projects

Find and filter all projects that meet a predefined criteria.

Advanced Time Report

Find and filter all the time records that meet a predefined criteria.

CSV Export

Export each report's data in a CSV file for advanced data manipulation.

Presets

Save reports you run often so you can always have the latest information in one click.

Generate any report you can think of

Make Every Hour Count

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Get Paid

Invoice your work

Invoices - Create Invoices

Invoice your work.

Recurring Invoices

Automatically send invoices at regular time intervals.

Send by Email

Create an invoice and email the PDF to your client.

Online Payment

The clients can pay the invoices online with their credit card or PayPal.

Cancel and Edit Invoice

You can always cancel or edit an invoice if you made a mistake.

Private Comments

Add a private comment to an invoice which only you can see.

Invoice Note

Write additional information regarding the invoice.

Discount

The option to provide your clients with a discount.

Multiple Currencies and Languages

Issue invoices to anyone in the world in their currency and language.

Due On

Set a due date by which you want to get paid.

Invoice Designer

Control how you wish your invoices to look like.

Default Currency

Choose the default currency for your invoices.

Invoice your work in a few clicks

Project budget & expense tracking

Expense Tracking

Get an overview of all expenses across projects.

Estimated vs Tracked Time

See how well you plan projects and estimate time.

Project Budget vs Cost

See how much money you've spent and where it went to.

Keep track of your income and expenses

Payment status

Invoice Status

Manage your invoices by checking their status and take action.

Paid & Canceled Invoices

Access all your paid and canceled invoices whenever you need them.

Uninvoiced Time

Get an overview of all your uninvoiced billable time and expenses so you can invoice them.

Overdue Reminders

Set an automatic overdue reminder for the client if they missed a payment.

Access Logs

See who accessed an invoice and when.

Let the system remind your Clients about missed payments

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Add-ons

File sharing

Google Drive & Dropbox

Share documents from your Google Drive and Dropbox as attachments in ActiveCollab.

Expand your ActiveCollab workspace

Importers

Project Importers

Import projects from Trello, Basecamp, Asana or Wrike to your ActiveCollab workspace.

Move into ActiveCollab with your current projects

Collaboration

Client+

Give clients more permissions, so you can collaborate more closely.

Slack Integration

Receive notifications from your ActiveCollab workspace on a Slack channel.

Cut the email chains, invite your Clients to ActiveCollab

Time tracking

TimeCamp & Hubstaff

ActiveCollab has it's own built-in timer, but you can still track time on your tasks using Hubstaff or TimeCamp.

Connect your favorite time tracker

Invoicing

Xero & Quickbooks

Create invoices from Quickbooks or Xero with the time records you created in ActiveCollab.

Connect your favorite invoicing tool

Payment gateways

Enable online payments

Enable and receive payments for invoices you created in ActiveCollab. ActiveCollab supports several payment gateways: Authorize.Net, Braintree, PayPal, and Stripe.

Allow your Clients to pay invoices online

Automatization

Zapier

If you're using many different apps to do Real Work, connect them all with ActiveCollab using Zapier. This integration will help you automate tedious tasks and save precious time.

Automate your work

API & Webhooks

Webhooks

Notify 3rd-party services about what's happening in ActiveCollab.

ActiveCollab API

Develop and integrate your own solutions with ActiveCollab.

Keep All Your Work in One Place

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