Project Management Software

Customized Project Management Software Built With AI
I built a project management tool with AI to replace ClickUp, Monday.com, and Notion for agency workflows.
Category
Project Management Software
Features

Client management

Task templates (pre-fill task groups)

Individual task creation with priority, due date, labels, and subtasks

List, table, cards, and calendar views

Role-based access (Owner, Manager, Employee)

Employee dashboard with assigned-task-only visibility

Project-level task assignment to team members

Leads management with auto-conversion to clients on deal close

Client portal with selective task sharing

Client task/request submission

Activity feed

Tools Used

Claude AI

Vercel

Firebase

Most project management tools are built for everyone, which means they're never perfect for anyone.

ClickUp, Monday.com, and Notion are packed with features that get in the way.

You end up paying for tools that don't fit your workflow and can't be changed. This app was built to fix that.

A custom project management tool designed specifically for agency workflows. No manual coding was involved, built entirely through AI.

Client Management

Each client has their own project space. You can store client details, links, and project notes. Clients get their own portal to view tasks, leave comments, and submit requests.

Task Management

Tasks support priority levels, due dates, labels, and subtasks. You can view tasks in list, table, cards, or calendar view. Tasks without due dates sit in a separate panel where they can be dragged onto the calendar.

Task Templates

Task templates let you pre-build a list of tasks for common workflows like onboarding. When a new client is added, you apply the template and all tasks populate instantly. No rebuilding the same task list from scratch every time.

Leads Pipeline

Leads are tracked separately from clients. When a deal is closed, the lead automatically converts into a client. No manual data entry, no copy-pasting.

Team and Role Management

Team members are assigned roles with different levels of access. Employees only see tasks assigned to them, not entire client projects. Domain restrictions control who can be invited to the platform.

Client Portal

Clients log in with their own account. You control which tasks they can see. They can comment on tasks and submit new requests directly, which show up in the activity feed.

How it was built

This app was built entirely through AI, no manual coding. The entire development process was driven through conversation, describing features, reviewing output, and iterating until it worked.

The frontend is built with React and Vite, styled with Tailwind CSS. Firebase handles authentication, the database, and real-time updates. The app is deployed on Vercel.

Every feature was scoped, designed, and refined through AI chat. No development agency, no freelancer, no line of code written by hand. Just a clear vision and the right prompts.

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