Help desk & ops · Feature Atlas

ProjectBaser

Boards for the work that follows the sale.

ProjectBaser gives every project a Kanban board of lists and cards. Each card holds the owner, due date, checklist, files, meetings and conversation, and a calendar and dashboard show what is due and who is carrying what. It lives beside PipeLeads CRM, so a won deal can become a delivery card without re-typing anything.

Features: 69
Areas: 10
Levels deep: 3
Coordinate: PJ

Visit ProjectBaser Start free See the ProjectBaser page

Start here

Boards gallery

FeatureEach tile shows its colour, description, number of lists and cards, and how long ago it changed.
AdvantageYou see the size and freshness of every board at a glance.
BenefitYou pick the right board without opening five of them.
Promised LandYour Monday starts with a clear picture of every project, not a hunt.

In the product

See ProjectBaser at work.

ProjectBaser Product Development board with Backlog, To Do, In Progress, Review and Done lists; cards show colored labels, red overdue and green completed due-date chips, comment and checklist counts, and member avatars. — **Kanban board**See every task, owner and deadline on one board.Explore Cards on the board

ProjectBaser September 2026 month calendar showing due cards from all boards as colored chips, red overdue items, struck-through completed items, timed meetings and the current day highlighted. — **Month calendar**Every deadline and meeting across all your boards, in one month view.Explore Month calendar

ProjectBaser dashboard charts: a 'Created against completed' line and bar chart for the last 30 days, and 'Work by board' stacked progress bars for five boards with overdue counts and percent done. — **Created vs completed and work by board**See where each project stands and whether the backlog is growing.Explore Projects dashboard

ProjectBaser card window for 'Design new dashboard layout' showing two members, Design and Priority labels, an overdue Sep 26 due date, a description, an Estimate custom field and a Deliverables checklist at 40 percent. — **Card detail window**Everything about a task lives in one card.Explore Card window

Workflow builder showing a 'Deal won' trigger followed by 'Send notification' and 'Create card in Backlog' actions, so a won deal automatically starts an onboarding card. — **Deal won to delivery board workflow**Won a deal? The project card creates itself.Explore Card workflows

ProjectBaser Boards page with starred Favorites (Product Development, Marketing Campaigns) and All boards (Customer Onboarding, Sprint Planning, Content Calendar), each color-coded with list and card counts. — **Boards gallery**All your projects, organized and a click away.Explore Boards gallery

ProjectBaser board filtered by the Overdue due-date filter, showing '5 of 12 cards' with only red overdue cards left in To Do, In Progress and Review, and empty Backlog and Done lists. — **Board filtered to overdue**Filter to what is late in one click.Explore Board filter bar

Deliverables checklist inside a ProjectBaser card with a 40 percent progress bar, two struck-through completed items and three open items, plus reorder controls and an empty attachments drop zone. — **Card checklists**Break big work into steps and watch progress fill in.Explore Checklists

Areas

Every part of ProjectBaser.

PJ-018 features

Getting Started

One Scale.gg login, a private demo workspace, and a project-management project that turns the sidebar into ProjectBaser.

PJ-027 features

Boards

The gallery of every board in the active project: create, favourite, reorder, search, archive and restore.

Boards gallery+6

PJ-0311 features

Board view

The Kanban board itself: lists of cards you drag, filter and tidy.

PJ-0417 features

Card details

The window over the board where a card's people, dates, checklists, files, meetings and conversation live.

Card window+13

PJ-055 features

Calendar

A month grid of every card with a due date, with your meetings beside them.

Month calendar+4

PJ-067 features

Projects dashboard

Numbers calculated from your boards: what needs attention, what got done, and who is carrying what.

Projects dashboard+6

PJ-075 features

Automation and the agent

Workflows and the agent that move cards, notify people and hand won deals to a board.

PJ-082 features

Notifications

The bell and Notifications page tell people when cards are assigned, finished or commented on.

PJ-091 feature

Import from Legacy Project Baser

A four-step wizard that brings version 1.0 boards, cards, checklists and comments across, safely and repeatably.

Legacy Project Baser import

PJ-106 features

Search, shortcuts and settings

Find any board or card, move by keyboard, and set up teams, custom fields and profile.