All-in-One Modern Accounting & Digital Finance — Made Simple

★ Projects & Tasks

Plan projects, get tasks done

From first idea to final invoice: projects, milestones, tasks, files and tracked time in one place — so you always know what is on track, what is late and what has not been billed yet.

No setup risk · No credit card · Cancel anytime

Why it matters

Project work fails commercially long before it fails operationally. The work gets done, the client is satisfied, and only later does anyone notice that it took forty per cent more hours than it was quoted for — because the estimate lived in a document, the hours lived in a timesheet, and the two were never compared while there was still time to react.

IDup puts them in the same place. A project carries its budget, its milestones, its tasks, its files and its tracked hours, and shows the actual position against the agreed one while the work is running.

Everything the team needs sits on the project: who is doing what, what is blocked, which files are current, what was agreed with the client and what has already been billed. And when it is finished, the invoice is generated from the same record — not reconstructed from memory on a Friday afternoon.

What Projects & Tasks does for you

All in IDup — one login, no silos.

Project overview that means something

Milestones, status, budget and remaining effort at a glance, with actual hours and costs measured against what was quoted — so a project drifting past its estimate is visible in week two, not in the post-mortem.

Tasks and Kanban

Assign, prioritise, sequence and check off work on a board the whole team can read. Dependencies and due dates are explicit, so a delay surfaces as a change on the board rather than as a surprise at the deadline.

Time tracking that becomes revenue

Log hours against project and task from desktop or phone, mark them billable or not, and turn any period into an itemised invoice in one click — no reconstruction, no unbilled work.

Team collaboration in context

Comments, files, decisions and notifications live on the project itself rather than in a chat channel and four mailboxes, so a new team member can pick it up without a two-hour handover.

Margin you can still influence

Margin you can still influence

Knowing whether a project was profitable after it is finished is history. Knowing while it is running is management, and it is the difference between a conversation about scope in week three and a write-off in month four.

IDup makes the comparison continuous. Hours, costs, subcontractor invoices and expenses accumulate against the project as they occur and are shown against the quoted budget, so an overrun is visible while it is still a small number.

That single piece of information changes behaviour throughout a business: which extra requests get quoted rather than absorbed, which projects get more people, and which types of work stop being taken on at all.

How it works

1
Create the project from the accepted estimate

Budget, scope and terms carry over from the estimate automatically.

2
Plan and assign tasks, track time

The team works from one board; hours and costs accumulate against the project as they happen.

3
Bill exactly what was delivered

Turn tracked hours and delivered milestones into an itemised invoice in one click.

🔒 GDPR-compliant · Secure worldwide · ISO 27001 · No prior knowledge needed
One place, so nothing needs a handover

One place, so nothing needs a handover

The real cost of scattered project information is not the searching. It is the dependency it creates on the one person who knows where everything is — and the paralysis when that person is ill, on holiday or gone.

When the brief, the files, the decisions, the tasks, the hours and the client conversation all live on the project, anyone with permission can take it over in an afternoon.

That is what makes a small team resilient rather than fragile, and it is also what makes growth possible: you can add people to work that is documented, and you cannot add them to work that exists only in someone’s head.

Everything included

One login, ein Preis – keine versteckten Zusatzkosten.

Project overview that means something
Tasks and Kanban
Time tracking that becomes revenue
Team collaboration in context
Part of the all-in-one platform — one login
Mobile app included (iOS & Android)
GDPR-compliant · Secure worldwide
Cancel anytime — no setup risk

Questions & Answers

Can I track time on mobile?

Yes — start and stop time or enter hours against a project and task from the iOS and Android app, which is what makes tracking accurate rather than reconstructed at the end of the week.

Does it handle fixed-price as well as hourly work?

Yes. Track hours and costs against a fixed fee to see the real margin, or bill by tracked time — both use the same project record, so you can mix them across your customer base.

Can clients see project status?

Yes, through the client portal, with exactly the visibility you choose. That removes a large share of status emails and makes the relationship feel considerably more professional.

How does billing work?

Select a period or a set of milestones and IDup produces an itemised invoice from the tracked hours, expenses and agreed terms — with a pay-now button attached and automatic reminders if it is not settled.

Is it connected to accounting?

Yes. Project costs and revenue post straight into your books, so profitability is a figure you read rather than a report someone builds in a spreadsheet.

How fast can I start?

Minutes. Create a project, add tasks and start logging time — templates let you reuse the structure for every similar project after that.

Ready to use Projects & Tasks?

Start free — the entire IDup platform in one login.

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