Let's get visual

Track, report, repeat

Simplify complex projects and processes empowering teams to finish faster with less mistakes.

Visualize project progress

Steps enables you to see the entire project in a glance.

Steps UI

Drill down into each step for real-time collaboration with your team. Centralize files and all discussions by the phases of the project allowing for clear communication and accountability.

Simple task assignment

Simplify team management by assigning tasks to individual team members and monitoring their progress in real time.

See my tasks company wide
See my tasks project specific
Drill down to tasks specifics

Steps UI

Team management

Flexibly & easily assign roles and permissions to members of your team across your organization.

Steps UI

Assign the same staff member to multiple groups and customize their access and permissions for each group—ensuring the right level of control and flexibility across your organization.

Easily keep clients in the loop

Build stronger client relationships by inviting them to participate in the project workflow.

What You See
What Clients See

Steps UI

Central File Storage

Create a common file area you can share with your customer allowing for faster file transfer.

Client Approvals

Track, audit and report with instant client approval requests.

Client Chat

Chat directly with the client and keep conversation in context of the phase of the project.

Project Tracking

Empower the client with real-time progress tracking on multiple projects.

Track time & assign tasks effortlessly

Assign tasks to members of your team with due dates & time-tracking for as many or as few tasks as you need.

Quickly modify task status to clearly communicate how a process is progressing over time.

Organize notes, files, and links for each task instead of losing important details in never-ending threads or email chains.

Steps UI

Quick access to instructions and files

Centralize all key resources in one easy-to-access location.

Whether it’s detailed instructions, reference documents, or templates, your team can quickly find what they need without searching through emails or folders.

Increase productivity by reducing downtime and ensuring everyone is always working with the latest information.

Steps UI

Create default tasks in each process

Streamline your workflow by predefining tasks for every step of a process.

Automate repetitive assignments and create templates for common activities, eliminating manual input and reduce the risk of overlooked tasks.

Ensure consistency and allows your team to focus on high-value work rather than routine setup.

Steps UI

Let's get visual

Track, report, repeat

Visualize project progress

Steps enables you to see the entire project in a glance.

Simple task assignment

Team management

Flexibly & easily assign roles and permissions to members of your team across your organization.

Easily keep clients in the loop

Build stronger client relationships by inviting them to participate in the project workflow.

Central File Storage

Client Approvals

Client Chat

Project Tracking

Track time & assign tasks effortlessly

Quick access to instructions and files

Create default tasks in each process

Get started today for free