Powerful task management designed for client work
Assign tasks to your team, log worked hours, adjust team capacity and see exactly how your client projects are progressing.
1030+ Reviews
Manage your tasks and deliver projects smoothly.
Project-based tasks
Group tasks by client projects for better visibility and organizationPlan hours spent on a task.
Kanban, Gantt and Calendar views
Use the board view to track progress. Use Gantt view to turn tasks into a project timeline and Calendar for a month view.
Workload viewPlan and assign tasks according to your team's capacity and adjust workloads as the project progresses.
Team collaboration
Add notes and feedback directly to tasks. Attach files to tasks for easy access and collaboration.
Task templates and recurring tasks
Save time with pre-built task templates and recurring tasks.
Client collaboration
Share and collaborate with your clients on task progress through their secure client portal.
Time estimates & tracking
Add time estimates and start timers directly from tasks and automatically log hours to projects.
Task dependencies
Link related tasks to ensure proper workflow sequencing and avoid bottlenecks.
Reporting
Pull up reports on time spent on tasks, task progress, impact on profitability and more.
Plan, prioritize, and execute tasks with complete visibility.
Streamlined project delivery
Reduce project delays and improve client satisfaction with structured task workflows and automated progress tracking.
Stay focused on priorities
Assign deadlines, track specific tasks, set priorities, make specific tasks recurring and keep your team working efficiently.
Enhanced team collaboration
Foster seamless teamwork with real-time task collaboration features including comments, file sharing, and progress updates.
Unified agency operations
Stop juggling multiple tools and manage tasks, time, and resources in one integrated platform. Bonsai connects your task management directly to time tracking and billing, eliminating data silos and reducing administrative overhead.
Visualize workloads
Use task estimates to visualize who’s over- or under-allocated, then redistribute work with a drag-n-drop to keep every team member at an optimal load.
Automate recurring tasks
Set any task to repeat on custom frequencies—daily, weekly, or milestone-based—and trigger automations that create, assign, and remind the right people every cycle.
Monitor project budgets
Track time spent on each task automatically and see how it impacts your project budgets in real-time. Make data-driven decisions about project profitability and resource allocation with integrated reporting across tasks, time, and billing.
Client-focused collaboration
Keep clients informed and engaged with real-time task progress updates through a dedicated client portal. Build trust and reduce client inquiries by providing visibility into project status.
Compare estimated vs actual
Pull real-time reports that stack original task estimates against logged hours, highlighting overruns and surfacing trends to improve future planning.
Johnny Digges, Owner of Symmetric Agency
Bonsai is a perfect fit for our web agency. Its sleek interface and wide-ranging features make it easy to manage our team and handle our projects efficiently.
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Time tracking
Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.
Project & Client CRM
Manage your leads, clients and ongoing projects all in one place, instead of juggling them across different software tools.
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Streamline your business and consolidate your projects, clients and team into one integrated, easy-to-use platform.
Frequently asked questions
How do I use Bonsai Task Management to track project progress?
Task Management allows you to segment your project into a set of reusable task templates that you can bill time against, track milestones against, or invite collaborators on whenever necessary. Our task management software can help you stay organized, bill quicker and ultimately, recognize more revenue!
Consolidate projects, clients, and billing into one integrated platform.
1020+ Reviews
“Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.”
Wilian
CEO, Zabal Media