Task lists tend to live wherever they were easiest to start — a shared doc, a separate project-management app the client’s team never gets access to — disconnected from the CRM record that says who the client actually is and what they’re paying for.

The board pictured is “NorthPeak – storefront rebuild,” one project inside EmpireVault’s Workspace, with 17 tasks split across three columns: 9 Open, 3 In Progress, 5 Completed. Each card carries a priority tag — medium on every one pictured — and a two-letter assignee initial, and eight of the board’s twelve open-or-in-progress tasks are flagged “(overdue)” in red: all three cards in In Progress are running late, and five of the nine in Open are too. One task, “Weekly client update – NorthPeak,” carries a recurring icon marking it as a repeating item rather than a one-off.

A project like this one links back to a CRM client record, and individual tasks can be marked visible to that client’s own portal, so a task doesn’t have to be re-explained by email just because the person waiting on it isn’t part of the internal team. Tasks can also be created straight from Workspace’s task list and assigned to a project afterward, filtered by status, priority, assignee, or due date the same way this board’s columns already group them.

A board like this catches a project quietly slipping before anyone calls a meeting about it: five overdue open tasks and three overdue in-progress ones are already the status update, no digging required. Completing every task on it doesn’t automatically close the project out, either — someone still has to say so, which keeps “done” meaning something.

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