Tasks that carry their weight
An owner, a due date, notes, a checklist for the steps, files attached where the work is, and comments that stay with the task instead of scrolling away in a chat.
Projects with tasks, owners, due dates, checklists, files and the conversation — on a board simple enough that people actually keep it current. Three columns, not nineteen statuses. Client projects link to your CRM; files ride the same private storage as everything else on Priv Life.
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Sample board
Open a task and the whole story is there — nothing to reconstruct from three chat threads.
An owner, a due date, notes, a checklist for the steps, files attached where the work is, and comments that stay with the task instead of scrolling away in a chat.
Link a project to a CRM contact or company and the work and the relationship stay connected — the remodel knows it's for the Nguyens, and their record knows about the remodel.
Finished projects archive with everything intact — the tasks, the files, the decisions. The history is often the most valuable thing a project produces.
Name it, link the client if there is one, set a due date if it matters.
One line each. Assign owners and dates as they become real.
To do → Doing → Done. Anyone on the team can move a card, attach a file, or leave a comment.
Projects and tasks are your organization's operational records: visible to your members, never to anyone outside it, never mined by us. Files ride Priv Life's private document storage; client links point at your own CRM records. Export takes it all with you; deleting your organization purges it.
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You are not our product. Our apps are.
Contact Priv Life to confirm current pricing and whether Projects fits what you need.
Ask about ProjectsBecause boards die of configuration. To do, Doing and Done cover the question that matters — where is the work — and a checklist inside the task covers the steps. If your process genuinely needs more, tell us what broke first.
Everyone in your organization can add and move tasks, comment, and attach files — a board a member cannot touch is a status report, not a tool. Creating and archiving projects asks for Manager access.
Yes — PDFs, images, spreadsheets and documents up to 25 MB, on the project or the task, stored in Priv Life's private document storage and downloadable by your members only.
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