Project Management

Every project — clients, hours,
team — in one place

Rootz connects your clients, teams, and hour budgets into clean, manageable projects. From kickoff to delivery, every detail is tracked and visible to the right people.

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Project structure

How projects work in Rootz

Each project in Rootz is linked to a client and a team. You set an hour budget, a priority, a status, and a deadline. As work progresses, team members log time and the project's remaining hours update in real time.

Client-linked projects

Every project belongs to a client. Client profiles include contact details, engagement history, and all active and completed projects in one view.

Team assignment

Assign projects to specific teams. Team members automatically inherit access to the projects their team is working on. Role-based permissions control what each person can see and do.

Sub-projects

Break complex engagements into phases or deliverables. Each sub-project has its own hour budget, drawn from the parent project's total allocation.

Project statuses and priority

Track each project through clear lifecycle stages: Planning, In Progress, Waiting to Complete, and Completed. Set priority levels so the team always knows what comes first.

Comments and @mentions

Keep project conversations in context. Leave comments directly on a project, mention teammates with @name, and keep all communication tied to the work.

Role-based access

Owners, admins, and members each have clearly defined permissions. Team members see only the projects they are assigned to. Sensitive information stays protected.

Project lifecycle

From kickoff to completed,
tracked every step

1
Planning — Project is scoped, hour budget set, team assigned. Work has not started yet.
2
In Progress — Team is actively logging hours. Remaining hours decrease as time is recorded.
3
Waiting to Complete — Work is done but pending client review or final sign-off.
4
Completed — Project is closed. All hours are logged and the engagement is archived in the client's history.
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