Client project · IT Services
Fast, keyboard-first project and task management for IT teams — with AI that plans sprints, spots slipping work and writes client reports.
01 / 05
We built this task management platform for an IT services firm running several client projects at once. Teams plan and track work in board, table, timeline and calendar views, while the AI turns client emails and meeting notes into tickets, warns when a deadline is about to slip, suggests who should pick up each task, and writes the weekly client report.
The client
Software delivery teams running several client projects, sprints and releases in parallel.
The brief
Project managers spent hours each week updating tickets, chasing status and writing client reports, and slipping deadlines were usually spotted only when it was too late to act.
Focus
02 / 05
Who it was built for, what it runs on, what it connects to and the rules it follows.
Roles
Four access levels
Owner, project manager, engineer and client guest — clients see milestones and deliverables, not internal discussion.
Sign-in
Single sign-on
OAuth2 and SAML sign-in with role-based access to every workspace.
Encryption
At rest and in transit
Data encrypted with AES-256 at rest and TLS 1.3 in transit, separated by workspace.
History
Audit trail
Changes to tasks, milestones and access are logged for security reviews.
03 / 05
What the system was designed to do for the client's teams.
Client emails, Slack or Teams threads and specs become backlog stories with acceptance criteria.
Flags projects likely to miss a deadline from progress, blockers and past patterns — days before it happens.
Suggests who should pick up each ticket based on skills, past work and current load.
Stand-up recordings or transcripts become subtasks with an owner for each.
A client-ready weekly milestone brief, written from the team's actual progress.
The same work in Kanban, spreadsheet, Gantt and calendar views, with a Ctrl/Cmd + K command palette.
04 / 05
What Fortiv built, what it connects to, and what passes between them.
Frontend client layer
API gateway & service mesh
Application services
AI native intelligence layer
Persistence & storage layer
05 / 05
Developers spend more of their week on billable work, project managers get hours back from reporting, and sprint planning takes a fraction of the time it did.
25–35%
More billable developer output
3–5 hours
Saved per project manager each week on reporting
60%
Less time on sprint planning (up to)
Figures as reported by the client.
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See AI Native Task Management on your workflow
Book a demo and bring the process you want to improve. We'll walk through how the system would connect to your data and tools, and what an implementation would involve.
