Boards, groups, and tasks with Table, Kanban, and Timeline views — assign the day’s agenda, track it across the team, and run your projects right next to the rest of your business.
This module ships finished with your Troy & Company license. Shown below exactly as your clients will see it — under your brand, on your domain, at a price you set. They pay you monthly to run their business on it. Click through the live demo →
Project apps are great until you’re paying per seat for one that knows nothing about your sales, your customers, or your fulfillment. Your projects sit in one silo while the business runs in another, and the updates get copied by hand — more admin sprawl quietly draining the momentum you built.
Troy folds a full work board into the platform — the same Kanban and timelines you’re used to, connected to everything else. Plan the work where you run the work. Here’s what that looks like.
Boards, groups, and tasks in a spreadsheet-style view — statuses, owners, and custom columns, with everything saving automatically.
The same board is one tap from a Kanban view — drag a card to a new column to update its status. Prefer dates? Switch to Timeline.
Organize work the way your team thinks.
Spreadsheet-style control over tasks.
Drag cards across status columns.
Schedules and dependencies over time.
Add the fields your projects need.
Clear ownership on every task.
Every change saves automatically.
Bring everyone into one workspace — up to 30 users on Business, with roles so each person sees only their world.
Spin up a project in seconds.
Owners, statuses, and the columns you need.
Table, Kanban, or Timeline.
Alongside the rest of your business.
Your boards, your columns, your statuses, your views. We set the workspace up to match how your team runs work.
Create boards for each part of your business and group work the way your team thinks.
Add the custom columns and status labels your projects need — not a fixed template.
Let each person work in Table, Kanban, or Timeline — same data, their preferred view.
Add everyone at no per-seat cost, with owners and assignments on every task.
Running multi-step projects? Track every task from plan to done, with owners and due dates, on one board.
Sales, ops, and warehouse all touching the same job? One shared board keeps it moving.
Already paying for Monday or Asana? Get the same boards and views built in — no extra per-seat bill.
Delivery work with owners, deadlines, and status — connected to the deal that sold it and the invoice that bills it.
Kanban boards move tasks through stages you define. Everyone sees what’s in motion, what’s blocked, and what ships this week.
Assignments, due dates, checklists, and priorities keep accountability specific. “Someone was handling that” stops being an acceptable answer.
Projects attach to the customer and the deal that sold them, so scope, notes, and billing context live where the work does.
Key dates roll up per project, feeding the calendar and flagging slippage while there’s still time to fix it.
Briefs, decisions, and files attach to the work — the next person picks up context without an archaeology dig through email.
Portfolio-level views show every active project’s status and owner, so managers steer without status-meeting overhead.
Troy is one platform, not a bundle of apps. Here’s what this module reads from — and feeds into — automatically.
A closed deal spins up its delivery project with the customer and scope attached from day one.
Progress billing ties invoices to project stages — delivery and cash flow move together.
Team chat threads connect to project context, so decisions don’t evaporate in DMs.
Project dates surface on the shared calendar next to appointments and jobs.
Time tracked by the team can be viewed against the projects consuming it.
Active projects, overdue tasks, and throughput surface on the command center.
Troy configures itself to 126 industries. Here’s what this module looks like in a few of them.
Client campaigns and retainers as boards — sold in the pipeline, delivered in Projects, billed from the same record.
Jobs as projects with milestone billing, site notes, and deadlines the office and field share.
Implementations and migrations tracked task by task, tied to the client account.
Design and build work through stages, with files and feedback attached to the task.
Engagements with deliverables, owners, and dates — and the invoice one click away.
Every event a project: vendors, tasks, and countdown deadlines on one board.
Yes — stages are editable, so a construction job and a design sprint can run completely different workflows in the same module.
Won deals can spawn projects with the customer, value, and scope carried over — sales-to-delivery handoff without a kickoff email chain.
Visibility is role-controlled. Your team works the board; what customers see is up to how each workspace is configured.
For the way most SMBs use them — boards, tasks, owners, deadlines — yes, with the structural advantage that projects live beside the CRM, billing, and chat instead of in a separate silo.
Overdue flags, owner accountability, and portfolio views make stalls visible. Stale boards are a visibility problem — this module is built to remove the hiding places.
This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.
Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up
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