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Project management

Every project, client and internal, on one board

Delivery work, retainers, and your own internal roadmap run in the same system, tied to the client record and the contract that pays for them.

Northwind StudioOS3
Project management
My tasks46
Clients
Alder Bay1
Northwind (internal)4
OS3
General operations
Marketing growth
Simplify data
+ New project
Harbor & Co2
Meridian Health3
Kestrel Lending7
Verdant Goods1
Halden Group1
Tasks14 tasksOS3 FilterListBoard+ New task
To do5+

HubSpot sync agent

OS3

Unassigned

Quickbooks integration

OS3

DMD. Mateo

Loom embeds in documents

OS3

Unassigned

Reporting infrastructure cost

OS3

Unassigned
In progress4+

Client portal permissions

OS3

ARA. Reyes

Timesheet approvals flow

OS3

TKT. Kane

Slack thread linking

OS3

DMD. Mateo
Blocked2+

SSO for client accounts

OS3

ARA. Reyes

Invoice export mapping

OS3

TKT. Kane
Done3+

Agency onboarding checklist

OS3

DMD. Mateo

Retainer burn-down widget

OS3

ARA. Reyes

Calendar two-way sync

OS3

Unassigned

An illustration of the OS3 task board: a client and project rail beside four columns — to do, in progress, blocked and done — each holding tasks with the project they belong to and the person leading them.

  • Boards, lists, timelines

    Switch views without rebuilding the project. Dependencies and milestones carry across all of them.

  • Templates per work type

    Spin up a retainer month, a sprint, or an onboarding from a template that already has the tasks and owners.

  • Capacity you can see

    Assignment shows who is already committed, so plans account for the work people actually have.

Structure

Tasks that know who they bill to

Every task inherits its client, contract, and rate from the project above it. When someone logs time against it, billing is already correct. No mapping exercise at month end.

Edit taskCopy link
Map lead IDs to CRM records
Fix mapping for the following:
• CRM record ID• Lead source ID
No assignees yet. Logging time against this task assigns the worker automatically.
ClientKestrel Lending
ProjectClient Portal
Assigned toUnassigned
StatusIn progress
Est hours8.0
PriorityNone
AI spend on this ticket: $0.00CancelSave changes

Delivery

Client work and internal work stop competing invisibly

Internal initiatives sit in the same capacity model as billable delivery. When the new-business push eats a designer's week, the project plan shows it before the deadline does.

Projects6 · August 2026This month
ProjectStatusTasksHoursBilled
Member Portal10 openActive155.0$875
Servicing Workflow18 openActive2659.5$10.4k
Rate Quote Engine16 openActive19112.5$5,768
Loan Data Warehouse19 openActive230.0$0
Legacy Core Migration4 openActive40.0$0
Broker Microsite1 openActive27.0$1,225

PM agent

The agent runs the standup you keep skipping

It watches dependencies, due dates, and activity, and moves first instead of waiting for a status meeting.

Meet the agents →
  • Flagged: Northwind design review has no owner and lands in 2 days.
  • Rebalanced 4 tasks after the API dependency slipped.
  • Drafted this week's client status update from closed work.

Run delivery where the money lives

OS3 is opening its private beta to a small group of agencies. Get on the list.

Join the waitlist