After the sign-off
The scope becomes the project plan.
Léa turns the won Delcourt scope into project P-118. Tom splits the website into tasks and sub-tasks, makes the build wait on the approved designs and assigns each piece.
Projects
Checking availabilityComing soonDeliver every project the way you sold it.
Turn a won scope into a project in one step, then run tasks, deliverables, approvals and risks on the same record your team sold from.
Project management that starts from the sale
When a deal is won, its scope becomes a project already linked to the client and the sale. Your team plans tasks and sub-tasks, tracks deliverables and approvals, and logs risks as they appear. Everyone works from the same record, and progress rolls up on its own.
From a won scope to a plan your team can follow
Start from the won scope or the deal, then break the work into tasks and sub-tasks. Give each one a type, a status, an assignee and a due date, link the ones that wait on each other, and read it all as a board, a list or a calendar.
Created from the sale
Turn a won scope or a deal into a project in one step, already linked to its client.
Tasks and sub-tasks as a tree
Break big pieces of work into sub-tasks, each with a type, status, assignee and due date.
Dependencies without loops
Link tasks that wait on each other; Squario refuses any link that would create a cycle.
Board, list or calendar
Everyone reads the same tasks in the view that suits them: by status, as a list or by date.
Approvals, risks and progress in one place
Deliverables carry their approval, so you know what the client has signed off and what is still waiting. Risks and issues sit next to the work with a type, severity and probability, and the activity timeline keeps the project’s history.
Deliverables with approvals
Each deliverable shows its approval status, so sign-off doesn’t get lost in an inbox.
Risks and issues, scored
Log a risk or an issue with its type, severity and probability before it becomes a surprise.
Progress that rolls up
Progress climbs from the tasks to the project, so the number reflects the work actually done.
A timeline of the project
The activity timeline shows what changed on the project and when, from kick-off onwards.
A delivery week, moment by moment
Three moments from a studio’s week, from the won scope to the client’s approval.
Monday, 9:00The team starts the week from the board.
Inès opens the P-118 board, moves two tasks into review and logs a risk on the CMS migration, with its severity and probability, so it’s visible before it becomes urgent.
Thursday afternoonEveryone knows what the client has approved.
Before writing to Claire, Sofia checks the deliverables: logo concepts approved, brand guidelines pending. Progress reads 42%, and the timeline shows what moved this week.
Run delivery on the record you sold from.
In a 30-minute demo, bring a project you’re running now and see it set up in Squario, from the won scope to tasks, approvals and risks.
Questions about projects
Can a project start from a scope or a deal?
Yes. A won Scopify scope or a deal becomes a project in one step, and Parcours shows the journey from the first source to the project.
Does Squario do Gantt charts or resource planning?
Not today. Tasks have due dates and dependencies, with board, list and calendar views, but there’s no Gantt timeline or capacity planning.
Can clients approve deliverables?
Yes. Clients approve deliverables in the client portal, and the decision shows on the project.
Who can see a project?
Projects have members with roles and a visibility setting, and your workspace permissions apply on top. Clients only see what you grant them in the client portal.