Project Management for MSPs

Plan and execute IT projects with Kanban boards, Gantt charts, task dependencies, and custom fields. IntegrateIT's project management module links every project to its customer and contract, tracks project phases and risks, and gives your team the collaboration tools they need to deliver on time and on budget.

The Project Management Problem for MSPs

MSPs run projects constantly -- server migrations, network buildouts, cloud deployments, office moves, and security rollouts. But most MSPs manage these projects in spreadsheets, email threads, or generic project tools that have no connection to their client data, contracts, or billing. Tasks fall through the cracks, project scope creeps without tracking, and there is no clear view of how much time and money a project has consumed versus what was budgeted. IntegrateIT provides a project management system built specifically for service delivery teams, where every project is connected to the customer record, the associated contract, and the time entries that track delivery effort.

Kanban Boards, Gantt Charts, and Table Views

Different projects and different team members need different views. IntegrateIT provides three ways to visualize project work: Kanban boards for workflow-based task management, Gantt charts for timeline planning with task dependencies, and table views for detailed data-driven task management with sorting and filtering.

Switch between views instantly without losing context. The underlying task data is the same regardless of which view you use -- Kanban columns map to task statuses, Gantt bars reflect start and end dates, and the table shows every field including custom columns.

Project views

Kanban Board

Drag-and-drop cards between status columns. Visual workflow management with work-in-progress visibility.

Gantt Chart

Timeline view showing task durations, dependencies, and milestones. Identify critical path and scheduling conflicts.

Table View

Spreadsheet-style view with sortable columns, inline editing, and advanced filtering across all task fields.

Calendar View

Month, week, or day calendar showing task due dates and milestones for scheduling and capacity planning.

Task Dependencies and Custom Fields

Define finish-to-start dependencies between tasks so your team knows exactly which tasks must be completed before others can begin. When a predecessor task is delayed, dependent tasks automatically reflect the impact on the timeline in the Gantt view, giving project managers early warning of schedule risks.

Add custom fields to tasks to capture project-specific data. Whether you need to track a change order number, a client approval status, a cost center, or a compliance requirement, custom fields let you extend the task model to match your workflows without workarounds.

Task management capabilities

  • Finish-to-start task dependencies
  • Priority levels (critical, high, medium, low)
  • Task assignee with multi-user support
  • Start date, due date, and estimated hours
  • Custom fields (text, number, date, dropdown)
  • File attachments and task comments
  • Subtasks and checklists

Project Phases, Risk Tracking, and Budget Monitoring

Organize project work into phases -- discovery, planning, execution, testing, and deployment, or any custom phase structure that fits your project methodology. Each phase contains its own set of tasks, and the project dashboard shows progress across all phases at a glance.

Log project risks with impact and probability ratings. Track identified risks, mitigation actions, and risk owners so your team proactively manages potential issues rather than reacting to them after they occur. Monitor budget consumption by comparing actual time entries and costs against the project budget or contract value.

Project-level tracking

  • Custom project phases with progress tracking
  • Risk register with impact and probability scoring
  • Budget tracking (estimated vs. actual hours and costs)
  • Project linked to customer and contract records
  • Project dashboard with health indicators

Team Collaboration and Notifications

Keep your project team aligned with built-in collaboration tools. Add comments to tasks to discuss implementation details, ask questions, or share updates. Mention team members in comments to notify them directly. Receive notifications when tasks are assigned to you, when a task you are watching is updated, or when a comment is added to a task you are involved in. Every team member sees a unified view of their assigned tasks, upcoming deadlines, and project updates from a single dashboard.

Task Comments

Threaded comments on every task keep discussions organized and linked to the work they reference.

Smart Notifications

Get notified when tasks are assigned, updated, or approaching their due date. Stay informed without checking constantly.

Project Dashboard

A unified view of all your projects showing status, progress, team workload, and upcoming milestones at a glance.

Related Features

Project management works best with time tracking and revenue visibility.

Related Integrations

Connect your PSA to sync project data and ticket information.

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