Manage the research process through phases, tasks and deliverables
The board, planned work, list, calendar, timeline, milestones and project summary all show the same tasks. Not separate apps, but different views over one dataset.
Items marked Available work in the product today. Items marked In development are written but not switched on in production. Planned items do not exist yet.
Board view
6AvailableDrag and drop, four default columns, and ordering that survives a page refresh.
- Available: Dragging between and within columns
- Available: To Do, In Progress, Review, Done
- Available: Filter by assignee, priority, label and research phase
- Available: Owner, priority, due date and phase on the card
- Available: Grouping by assignee, phase or priority
- Available: A concurrent-work limit per column: it shows the breach, it does not block
Planned work and working periods
5AvailableA list of work not yet pulled into a period, plus creating, starting and closing periods.
- Available: A list of work not yet pulled into a working period
- Available: Moving work into a working period
- Available: Period goal, start and end dates
- Available: At period end, return unfinished work or move it to the next period
- Available: Effort estimates and a period summary
List view
5AvailableA data-dense table: sorting, filtering and inline editing.
- Available: Sorting on seven columns
- Available: Change status and owner straight from the row
- Available: Subtasks included in the list
- Available: The same task detail as the board
- Available: A filtered view's URL can be shared
Task detail
8AvailableReadable keys (RES-101), subtasks, comments and a full change history.
- Available: Subtask and parent task relationship
- Available: Labels, due date and effort estimate
- Available: Comments
- Available: Field-by-field change history
- Available: Work package, task and subtask: three levels of work breakdown
- Available: Checklists: the progress counter shows on the card too
- Available: Blocks, relates to and duplicates links
- Available: Research phase: a field independent of status
Timeline (Gantt)
5AvailableBars grouped by work package, dependency arrows and the critical path.
- Available: A bar from start to due date; single-date work spans one day
- Available: The work package row and the work under it together
- Available: Arrows from dependencies; a violated link is flagged
- Available: Critical path highlighting
- Available: Undated work is not hidden; it sits in its own lane
Calendar
5AvailableA month grid; change dates by dragging.
- Available: Everything touching the month is shown, not only what starts in it
- Available: A start and end range is a bar, a single date is a dot
- Available: Change dates by dragging
- Available: Navigate month by month
- Available: Clicking a card opens the task detail
Milestones and deliverables
5AvailableMilestones mark deliverables: interim report, final report, defence.
- Available: Create a milestone with a due date
- Available: Completion ratio per milestone
- Available: Attach tasks to a milestone
- Available: Closing with open work is flagged, not blocked
- Available: Reopen a closed milestone
Project summary
4AvailableToday's state is one thing; change over time is another.
- Available: Status breakdown, priority, team workload and work package progress
- Available: Completion trend
- Available: Opened versus closed work
- Available: Progress rate per period
Templates and customizable phases
5AvailableColumns, labels, grouping and reusable templates.
- Available: Add, rename and drag-reorder columns
- Available: Column category and concurrent-work limit
- Available: Label management with colour picking
- Available: Project template: columns, labels, phases and starting work packages
- Available: Task template: title, checklist and subtasks
Research overview
5AvailableBrief, adaptable phase strip, planned and actual dates and budget.
- Available: Brief: business problem, goal, research questions, method, audience, sample
- Available: A ready phase set per research type; phases can be renamed and reordered
- Available: Planned and actual start and end dates
- Available: Planned and actual budget fields
- Available: The phase is tracked independently of task status
YouReply field connection
5In developmentMetrics and quota indicators from a linked YouReply field campaign. Written, but not switched on in production yet.
- In development: Target and completed responses, screen-outs, drop-offs
- In development: Quality rejections, average duration and cost
- In development: Quota fill table with behind-schedule quotas flagged
- In development: Each refresh stores a new snapshot rather than overwriting
- In development: Open alerts when a threshold is crossed, with an explained project status
Automation builder
3PlannedBuilding condition and action rules from the interface.
- Planned: Define your own alert rules
- Planned: Create tasks automatically on a phase change
- Planned: Send a notification when a threshold is crossed
Client portal
3PlannedSeparate access where a stakeholder sees only their own project.
- Planned: Read-only stakeholder access
- Planned: Sharing selected measures
- Planned: On-brand appearance
Try it with one of your research projects
The free plan gives you two active projects. No credit card required.