Project management

The board that knows what the project costs.

Kanban with priorities, phases, deliverable checklists and a budget attached from day one. Tracked time and project costs update the budget as you work, so you can see where the project stands before it is finished.

The gap

Your project tool and your money live in different worlds.

Your board can show that every task is moving while the project is already over budget.

Most project tools track the work and leave the money somewhere else. Worklyn keeps the budget, tracked time and project costs on the same project, so you can see the financial impact while there is still time to do something about it.

Inside a project
01Drag-and-drop Kanban

Priorities, due dates, assignees, checklists and labels stay on the card as work moves across the board.

02Phases & templates

Create phases once, then save the whole project structure as a template for the next engagement.

03Deliverable checklists

Keep the agreed deliverables visible, so scope stays tied to what was actually promised.

04Start from the proposal

Turn an accepted proposal into a project with the client, currency and budget already in place.

Budget

A budget that stays with the project.

Start from an accepted proposal or add the budget directly. From then on, tracked time and project costs update the project as the work happens.

You can see budget versus actual and margin before the project is closed.

01Starts with the scope

The client, currency and budget can carry over from the accepted proposal, with each pricing line becoming a phase.

02Updates as you work

Tracked time and project costs count against the project automatically.

03Warns before the damage is done

Scope Watch flags a project once tracked hours pass 90% of its hour budget, and escalates when the budget is exceeded.

Scope Watch is part of CFO Mode and needs a paid plan.

Fleet Telemetry Dashboard
Acme Co. · Phase 2 of 3
60% of budget
Budget€12,000
Invoiced, paid€9,000
Invoiced, outstanding€1,800
Costs, tracked time€5,400
Costs, expenses€1,800
PaidCosts
Margin20%
Client portal

Clients approve in the portal. Not on your board.

Clients get one passwordless link for files, approvals, invoices and messages. They never need access to your internal project board.

When a file is approved or changes are requested, the result is recorded back on the project with a timestamp.

They never see your board, your costs or your margins.

See the client portal
Credentials

Keep client credentials with the project.

Store CMS logins, staging credentials and API keys where the work happens instead of leaving them across notes, emails and chat threads.

Credential values are encrypted in your browser with AES-256-GCM before they reach Worklyn's servers. Worklyn never receives the password or key required to decrypt them.

Service names stay searchable. Credential values stay encrypted.

The vault is personal to each user and available on paid plans.

Project vault
Fleet Telemetry Dashboard
AES-256-GCM
Acme CMSadmin@acme.co••••••••••Copy
Staging API keyfleet-staging••••••••••Copy
Profitability

Know what the project is actually earning.

A project can be on schedule and still be a bad deal.

Worklyn sets the payments you have collected against the tracked time on the project, priced at the rate that would bill it, and the expenses attached to it, so you can see where the project stands financially while the work is still open.

01Budget vs actual

How far the tracked time and project costs have eaten into the agreed budget.

02Paid & outstanding

What has already been collected and what is still waiting to be paid.

03Costs

Tracked time priced at the rate that would bill it, plus expenses attached to the project.

04Margin

Payments collected, minus tracked time priced at the rate that would bill it, minus project expenses.

Project margin is available on every plan. Asking CFO Mode about it needs a paid plan.

Connected

The project does not start or end at the board.

The proposal can bring in the client, currency and budget. Time and costs build the actuals. The finished work can become an invoice. Payment and reconciliation complete the financial record.

01Proposal
02Project
03Time & Costs
04Invoice
05Payment
06Reconciliation
07Margin
FAQ

Projects questions, answered.

Worklyn includes Kanban boards, priorities, due dates, assignees, phases, templates, checklists and files. What makes it different is what stays attached to the project: the budget, tracked time, costs, invoices and financial result.

Clients use a separate passwordless portal for files, approvals, invoices and messages. They never see your internal board, your project costs or your margins.

Each project can store client logins, API keys and other credentials in an encrypted vault. Credentials are encrypted in your browser with AES-256-GCM before they reach Worklyn's servers, and the vault is personal to you. It is available on paid plans.

Yes. Unlimited projects, boards, phases, checklists, time tracking and per-project margin are available on Free. Paid plans add features such as board column customization and the credential vault, along with CFO Mode features including Scope Watch.

Yes. Save a project as a template with its phases and their fees, its open tasks and their checklists, then apply it to your next project. Files and assignees do not carry over.

Run the next project with the numbers attached.

Start with the scope and budget, track the work as it happens and know where the project stands before it is over.