Projects
Once a deal is won, the work itself moves to Projects — one board per engagement, tracking what's left to do, what's been billed, and whether things are on track.
The projects list
Three cards summarize delivery across every project:
- Remaining
Total value of work not yet completed, split by how many projects are active vs. recurring, plus a count of overdue tasks across all of them.
- Completed
Value of work marked done, and how many projects actually have tasks configured (a project with no tasks can't show progress).
- Monthly recurring
Estimated MRR calculated from tasks marked recurring — useful for retainer-style engagements.
The table below lists every project with its client, type (Time and materials, Fixed fee, or Retainer), status, health (Healthy, Needs attention, At risk), start date, and what's remaining, completed and estimated monthly. Under each name you'll see what needs a look: "2 overdue", "1 due", or "Recurring" for a retainer. Filter by status using the pills above the table, or search by project or client name. Click New Project to start one — pick the client it belongs to and it inherits their billing defaults.
You create projects yourself once you're ready to start delivery — with one exception: a package can start a project from a template the moment it's bought. And a client doesn't need a project at all: quotes, invoices and packages work without one.
Creating a project
New Project walks through identity first, then how the task list gets seeded:
- Project identity
Project name, the client it belongs to (projects are always tied to a client), type (Time & Materials or Fixed Fee), status, start date, and optional internal notes.
- Seed the task list
Choose how tasks get populated: start from scratch (a clean board), use an existing quote (copies its line items in as tasks), or use a project template (a reusable, account-wide task structure).
- Launch
The preview panel on the right mirrors exactly what you're about to create — review it, then Create Project.
Starting from a quote is the fastest way to get delivery moving on won work — the priced line items become your initial task list instead of you re-typing scope you already wrote once.
Inside a project
At the top: the project's status and type, its client and dates, and a health score with milestones done and the monthly recurring forecast. Settings, Branding, Send update (a progress update for the client, with its own shareable link) and New task. The Client journey strip shows where the deal stands and offers the next step.
Below that, search and filter tasks by status, and switch between tabs:
- Overview — Needs attention (overdue, due soon, blocked), Money impact (what's invoiceable now, recurring per month, and anything that can't be billed yet because it's missing a price), and Progress.
- Kanban — tasks as cards in Not started, In progress, Blocked and Completed. Drag a card to change its status.
- Calendar — tasks by due date.
- Task list — every task with its section, phase and dates. Group it by section, phase, or both.
- Files, Expenses, Risks & Issues, and Status Page (the client-facing progress page).
Each task can carry a quantity, price and an invoiceable flag, so when it's time to bill you're pulling from real, already-tracked work. Click a task to open its panel — see Tasks & My tasks.
Marking a task recurring and invoiceable is what feeds the "Monthly recurring" number — set it once per retainer task, not per billing cycle.
Tracking time
Time tracking at the bottom of a project shows the time logged on it. Start timer (on a task, or on the project in general) or Log time by hand. Unbilled time can be added to an invoice.
Time from Jira, Toggl Track or Clockify
If your team already tracks time elsewhere, Tabulox can bill it without anyone re-entering hours. It only ever reads from those apps; it never changes anything there.
- Connect
An admin connects Jira (by signing in), or Toggl Track or Clockify (with an API key), in Settings → Connected apps, and matches each person there to a teammate, with the hourly rate their time is billed at.
- Link a project
On a Tabulox project, link the matching Jira project (optionally one label) or tracker project. New time is picked up every night, or when you check.
- Review and bill
The project's Time from Jira (or Toggl / Clockify) page lists what was logged, with amounts. Ignore entries, import them as time entries, or put them straight onto a draft invoice (admins). Each entry is imported once; one edited in the other app afterwards is flagged and updated on the next import, unless it's already been invoiced.