Act! Project Management

Plan, Track & Collaborate Efficiently 

Act! Project Management helps you plan, track, and manage projects effortlessly—right inside Act!. Assign tasks, monitor progress, and collaborate with your team in a centralised, organised workflow without the complexity of traditional project management tools.

Stay Organised & Keep Projects on Track

You don’t need to be a project manager to run successful projects. Act! Project Management simplifies task management, progress tracking, and team collaboration—all within Act!.

  • Convert project tasks into Act! tasks and keep everything in one place.
  • Track task completion percentages, reorder tasks, and adjust schedules with ease.
  • Link projects to Act! contacts and opportunities, ensuring all comments, activities, and histories are logged for full visibility.

Manage Projects Your Way with Customisable Tools

Every project is different. Act! Project Management lets you adapt workflows, set priorities, and customise tracking to match the way you work—whether you follow a structured plan or need flexibility.

  • Use Gantt charts, reports, and dashboards
  • Customise task management for different workflows
  • Adjust priorities and deadlines as projects evolve

Project Management is included with an Act! Advantage Professional or Ultimate subscription

Act! Advantage Standard

Not Included

Act! Advantage Professional & Ultimate

Included

To learn more about how Project Management can benefit your business, give us a call at 0845 268 0220.