Structure the work without losing its business context
Organise customer work into projects, recursive sub-projects and actionable tasks, then keep responsibility, dates, files, comments and recorded time close to the work they describe.
YouDoProjects is part of the self-hosted YouDoSoftware application. It shares customers, contacts, time and accounting records with the other product areas, so a project can continue the commercial journey rather than beginning as a disconnected workspace.
Nested project structure
Break substantial work into projects and sub-projects, repeating the hierarchy when delivery needs another level.
Actionable tasks
Assign an owner, deadline, priority and status, then keep task comments, documents and time in context.
Time and budget visibility
Compare recorded and billable time with the project structure and retain the rates and values behind the work.
Files and discussion
Keep supporting documents and task comments beside delivery records instead of scattering them across separate tools.
The working record
Keep the material needed to complete a task together
A task is more useful when it contains the details people need to act. Alongside assignment, dates, priority and status, YouDoProjects keeps comments, uploaded documents and recorded time connected to the task.
Multiple files and folders can be added through the task document area. Image files receive thumbnails to make visual material easier to recognise while browsing the record.
- Upload individual documents or groups of files and folders.
- Keep comments and notifications close to the assigned work.
- Record time against the same task when delivery begins.
The project workflow
Plan, assign and review from shared records
The detailed pages show the project and task screens; this overview explains the main responsibilities of each area.
Projects and sub-projects
Create a project for the customer engagement, then add sub-projects at as many levels as the work requires. Each level keeps its own description, status, dates and related activity.
Project featuresTasks and comments
Turn delivery into assigned work with deadlines, priority and status. New assignments and comments can notify the relevant people while leaving the discussion on the task.
Task features
Project scheduling
Review planned project activity across a date range and connect schedules with the people and tasks responsible for delivering the work.
Scheduling featuresTime and project value
Record time against the appropriate project, sub-project and task, retain its billable setting and rate, and review the hours and value attached to delivery.
Time tracking featuresWhere YouDoProjects differs
Project delivery continues the customer journey
YouDoProjects combines a flexible project hierarchy with the shared records of YouDoSoftware. A sales opportunity can lead into delivery, time can be recorded at task level and project activity can retain its accounting context.
For organisations moving from Jira, the migration support can import a Jira XML backup into the local application. This provides a practical starting route without making a new cloud project service part of the ongoing workflow.
Recursive sub-projects
Model programmes, phases and workstreams with nested project records instead of forcing every level into one flat list.
Integrated operational records
Customers, opportunities, tasks, time and accounting information remain in one self-hosted application and share their underlying relationships.
A route away from Jira
Import projects and related records from a Jira XML backup when establishing the YouDoProjects workspace.
Evaluate YouDoProjects as part of YouDoSoftware
Explore the detailed project areas, compare plans or download the installer for your Windows PC or Mac.