Task Management - Cloud Zappy

Project & task management

Every project broken down.
Every delivery in view.

Turn a project brief into clear tasks, accountable owners, and visible deadlines. Bring your team, clients, and project updates together, so everyone knows what needs to happen next.

See it with your workflow Find your industry

For consulting engagements, infrastructure projects, client services, and everyday delivery.

Task Management

Different industries.
The same need for clarity.

  • Infrastructure & engineering
  • Consulting & advisory
  • Agencies & technology
  • Operations & implementation

The work is complex.
Keeping track shouldn’t be.

When assignments live in spreadsheets, files in email, and updates in chat, even a simple question takes a meeting. Give your team a shared view of the work—and give yourself a clear answer.

01 / OWNERSHIP

“Who is taking care of this?”

Assign the work, name the people who need to stay informed, and keep the brief alongside the task.

Clear responsibility
02 / PROGRESS

“Where dothings stand?”

See what is open, moving, pending, or complete. Read the latest update without piecing together a conversation.

Shared context
03 / DELIVERY

“What needs my attention?”

Review due dates, task age, and team workload to spot work that needs a decision or a follow-up.

A clearer next step

A place for every detail.
A view of the whole project.

Structure the work, keep the conversation close, and make progress easier to see.

01 — ORGANISE

Break the commitment
into work people can own.

Start with a project description and delivery dates. Create tasks for each deliverable, then break them into subtasks with named assignees. Use tags to group work by phase, discipline, service, or sprint.

  • Projects, tasks, and subtasks in one structure
  • Multiple assignees and separate stakeholders
  • Custom tags, priorities, and status labels
Task detail screenshotDescription · owners · subtasks · opening history
02 — COORDINATE

Keep the update
with the work.

Share comments, documents, photos, presentations, audio, and video within the task. Add descriptions to files so the next person understands what they are looking at.

Timestamped updatesFiles with contextEmail & web push
03 — OVERSEE

See the workload.
Understand the progress.

Move between a visual task board and a detailed task list. Filter by project, person, tag, or status, and sort by open date or due date to focus your next review.

Kanban & list viewsProject progressTeam workload

Keep everyone in the right conversation

One project.
Different responsibilities.

Give people the access their role needs, with project access for clients and updates for stakeholders.

  • Project ownersAssign work, review delivery, and follow up where it matters.
  • Team membersSee assignments, share progress, and keep files with the task.
  • Clients & stakeholdersStay informed about relevant projects and task updates.

If your work has deliverables,
it belongs here.

A feasibility study, a client engagement, a site handover, or a software launch: each needs clear tasks, owners, and dates. Use the same foundation across different kinds of work.

01BUILT ENVIRONMENT

Infrastructure &
engineering consulting

Coordinate survey follow-ups, technical inputs, drawing reviews, and report submissions across disciplines.

Example deliverablesFeasibility study → design review → submission
02PROJECT OVERSIGHT

Project management
consultancies

Turn review meetings into owned actions. Track consultant responses, outstanding documents, and client commitments across projects.

Example deliverablesAction register → progress review → closeout
03DESIGN & EXECUTION

Architecture, interiors
& fit-out teams

Follow design revisions, site queries, snag items, and handover documents. Keep reference files with the people resolving them.

Example deliverablesDesign package → site follow-ups → handover
04PROFESSIONAL SERVICES

Business consulting
& advisory firms

Break engagements into research, analysis, presentations, and client review tasks. Make outstanding inputs and next steps visible.

Example deliverablesDiscovery → recommendations → final report
05DIGITAL DELIVERY

Technology, creative
& marketing teams

Bring design, development, testing, content, and campaign work together. Share revisions and track delivery across client accounts.

Example deliverablesBrief → production → review → launch
06IMPLEMENTATION & OPERATIONS

Implementation partners
& rollout teams

Coordinate onboarding, installation follow-ups, training, and launch readiness. Tag tasks to organise work by site or phase.

Example deliverablesPreparation → rollout → follow-up actions

Also a fit for research teams, event producers, training providers, and internal transformation teams that deliver work through projects.

Discuss your use case

From “we need to do this”
to “here’s what’s done.”

Walk through your next project
  1. 01

    Define the outcome

    Create the project, describe the brief, add supporting files, and set ETA and delivery dates.

  2. 02

    Make the work specific

    Add tasks and subtasks. Assign people, choose priorities, and organise the work with tags.

  3. 03

    Keep progress visible

    Update statuses, post comments, and share evidence of the work. Notify the people involved.

  4. 04

    Review and deliver

    Check completed work, outstanding tasks, and project progress to guide the next delivery conversation.

Bring the answers
to the meeting.

Open the dashboard and start with what matters: project health, active work, upcoming delivery, and the people carrying the workload.

  • What is moving?Review work completed and recent project updates.
  • What is waiting?Find pending tasks, ageing work, and high-priority items.
  • Who can take the next task?See assigned work and team members with no active tasks.
Project review screenshotProject health · attention needed · team workload

Your projects.
Your questions.

Talk through your requirements
Is this only for software or agency teams?

No. The structure is project → task → subtask. It suits any team that needs to assign deliverables, follow deadlines, share files, and keep clients or stakeholders informed—including infrastructure and project consultants.

Can we use our own terminology and process?

You can define tags, priorities, and status labels to reflect your workflow. Use tags for disciplines, project phases, service lines, or other groupings that help your team organise work.

Can clients have more than one project?

Yes. A client can be linked to multiple projects. Project access and role permissions determine what they can see and do, so their view stays relevant to their work.

How do people stay informed about changes?

Task activity records updates with timestamps. In-app notifications, email, and web push can inform the people involved, with notification events configured by an administrator.

Does it replace specialist industry software?

It manages the tasks, people, documents, and follow-ups around delivery. Your team can continue to use its design, engineering, estimating, or financial tools for specialist work.

Let’s make it practical

Start with a project
you’re working on.

Tell us what you deliver, who is involved, and where follow-ups get difficult. Let’s explore how the platform could fit your team’s process.

WHAT WE’LL WALK THROUGH
  1. How to structure your projects and deliverables
  2. Who needs ownership, access, or updates
  3. Which views help you review progress
A conversation about your work.
That’s the best place to begin.

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