See the portfolio
The home screen is open work, completed, at risk, and needs attention. At risk is past the end date or over budget. Needs attention also catches jobs ending in 7 days.
Projects
Every job in one place.
Open a project and the work is already attached: tasks, files, team, and the hours against it. Workspaces pull those jobs into a portfolio so you can see what is open, at risk, or over budget. You can also open BaseAi on that project when you want help drafting an update.
Built for the job, not a board
A project is a record with a number, a client, a location, and a team. Tasks are only one tab.
Four ways to look at tasks
Cards, table, board, or Gantt. Save the view. Filter by assignee, completed, or a custom field. Export to Base Grids, Excel, or PDF.
Workspaces, not folders
Group jobs by hand, or with rules on status, tags, priority, location, or department. Share as view only, contributor, or manager.
Cabinet on the job
Files live on the project, in folders, up to 50 MB. The same file library sits on a workspace when you are looking across jobs.
Start from a template
An admin template can carry tasks, files, team, and notes. Create the next job from it instead of rebuilding the board.
Budget next to WIP
Quotes set the budget. Statements set WIP. The portfolio flags a job when WIP passes the quote.
BaseAi on the job
Open BaseAi on a project when you want a draft of a status or kickoff. You review it before anything is posted.
How it works
One job, a set of jobs, and the rules the next job inherits. Open BaseAi on a project when you want a draft.
On the project
The job is the home
Everything for that job hangs off one record: number, client, location, status, and team.
- 01Create the project, or start from a template.
- 02Add the team when you create the project.
- 03Run tasks, add files, and keep notes on the same page.
Across the portfolio
Workspaces pull the book together
A workspace is a shared view of many projects, with its own dashboard, tasks, files, and notes.
- 01Pick the jobs, or set rules (status, tag, priority, location, department).
- 02Share it as view only, contributor, or manager.
- 03Watch open, at risk, and over budget without opening every job.
For the organization
Set it up once
Status labels, tags, and priorities are org catalogs. Templates and workflows use them on every new job.
- 01Name the statuses, tags, and priorities the company actually uses.
- 02Save a template with the default tasks, files, and team.
- 03Add a workflow for project created, status changed, or tags changed.
With BaseAi
Ask for a draft
Open BaseAi from the project you are already in. Use it to draft a status or kickoff, then review before you post or save it.
- 01Open BaseAi from the project you are already on.
- 02Ask for a status draft, a kickoff note, or a short recap.
- 03Review it, then post it to the Feed or save it in notes.
Connected to the rest of the job
These are other Base Assist apps that work with a project. Add them when you need them.
Time
Clock in from the Time app against the project. Hours, roles, and approvals stay in Time, and the job still shows who worked.
Cabinet
Project files live in Cabinet connected apps. Share them with unique links without emailing a zip, and the document is still on the job.
CRM
Since projects can be connected to clients, you can view all of a client's jobs next to their CRM record, and send a survey after the work is done.
WIP
Quotes and statements in the WIP app sit on the project as budget and WIP. When it is time to bill, you are already looking at the job.
Chats
The project feed is a Chat. The team talks on the job, and you can open that same conversation from the Chats app.
BaseAi
Open the BaseAi app on a project when you want a draft of a status or kickoff. You review it before anything is posted.
Expenses
Code a receipt to a project from the Expenses app. Cost shows up on the job instead of in a separate pile.
Workflows
When a project is created or a status changes, kick off a flow in the Workflows app: notify the team, send a form, add people, and keep going from there.
Pricing
Same product at every size.
Team
1-9 users
$6/ user / month
The full Projects app. Portfolio, tasks, workspaces, files, templates, and workflows.
Studio
10-24 users
$5/ user / month
The full Projects app. Every seat at this rate once you are in the band.
Firm
25-49 users
$4/ user / month
The full Projects app. Same features, lower seat price as the firm grows.
Organization
50+ users
$3/ user / month
The full Projects app. Volume rate for the whole book of work.
A seat is anyone licensed for the Projects app. All seats are billed monthly at the rate for your current size. The Time, WIP, Cabinet, and BaseAi apps are licensed separately.
Need more than one app? Estimate a monthly total.
Questions
How the Projects app is set up in Base Assist.
No. Tasks are one tab. A project also has overview, files, activity, team, notes, and settings. The record has a number, client, location, department, dates, and a team.
A workspace is a portfolio of projects. You pick them by hand, or with rules on status, tags, priority, location, or department. It has its own overview, project table, tasks, activity, files, and notes. You share it as view only, contributor, or manager.
Only the team on that project, which you can set when you create the project.
Yes. Both projects and tasks have configurable options so you can match how the team already works.
Quotes set budget. Statements set WIP. Voided and rejected documents are ignored. The portfolio marks a job over budget when WIP is higher than a budget greater than zero.
Yes. Admins build templates with the same tabs as a project. On create, you can pick a template. Task templates can offset dates and assign to the project creator.
When a project is created, or when status or tags change, a workflow can post to the project feed, add members, send a form or survey, archive the feed, and more.
Yes. Open BaseAi from a project when you want a draft of a status, kickoff, or short recap. You review it before anything is posted. BaseAi is rolling out on the Projects app.
Only people who need the Projects app itself. Other users can still create a project and work with it from other apps. You do not license the whole organization just so one person can use the Projects app.
Help with the Projects app
Status labels, templates, workspaces, private jobs, and opening BaseAi on a project.