Help Center
Features
Deep dives on the board, documents, chat, meetings, scheduling, signing, and more.
Plan & track
Organize a project's work as drag-and-drop cards in columns.
Open a card to work in its description, checklist, labels, files, and discussion.
Break a card's work into items you can check off, reorder, and hide when done.
Create colored board labels to categorize cards and filter your board.
Set a due date on a card so everyone knows when the work is expected.
Create, rename, reorder, and delete the columns that shape your board.
Use Bug, Feature, and custom card templates with structured fields — and AI-fill.
A lightweight per-project checklist for capturing to-dos fast — separate from Documents.
A project-wide audit trail of who did what, filterable by area, with a daily digest.
Write & create
Create rich, project-scoped documents that live beside your board, chat, and files.
Headings, lists, links, images, tables, and YouTube embeds in the document editor.
Pull teammates into a document with @mentions, and type hands-free by voice.
Full spreadsheets with formulas, filters, conditional formatting, and autosave.
A freeform whiteboard for diagrams, flows, and quick mockups — with autosave.
Communicate
Organize project conversation into channels and DMs, all scoped to one project.
Send, edit, and react to messages, reply in threads, and pin what matters.
Drop into a voice room inside the project to talk without scheduling a call.
Record your screen or camera and keep the video with the project.
Trim a recording and add text and audio layers without leaving Progress.
Meetings
Get a written summary and action items minutes after a call ends.
Run a live call over the project and let guests join from a public link.
Generate an AI brief from the whole project before you get on the call.
Let people outside the project join a meeting from a public link, no account needed.
Schedule
See your Google Calendar events inside the project and browse across date ranges.
Add, edit, and delete events in Progress and sync them back to Google Calendar.
Share a public page so people can book time with you on your terms.
Define the kinds of meetings people can book, each with its own duration and buffers.
Booking availability comes from your real Google Calendar, with a weekly schedule and blocked dates.
Share one booking page for a project so people can book time with the team.
Track confirmed bookings and let people reschedule or cancel from their own links.
Sign & share
Upload files, organize them into folders, and attach them to cards and notes.
Upload a document, add signers, and send it for signature without leaving Progress.
Place fields on a document and route it to multiple signers in order.
Follow each signer's status and keep a complete audit trail of a signed document.
Turn a document, recording, file, sheet, or sketch into an unlisted read-only page.
Add a password gate to any published public link for an extra layer of control.
Relationships (CRM)
A personal relationship manager for the contacts you keep across every project.
Add a person with their org and role, tag them, and set a pipeline stage.
Add tasks to a contact, log interactions, and set a reminder cadence to stay in touch.
An AI summary of a person's context pulled from across your whole workspace.
Scout
A project-aware AI assistant that answers from your project and can take actions.
Scout answers from your project's notes, files, cards, and activity — plus web and chat.
Scout can create and update cards, documents, calendar events, and CRM contacts.
Use voice input in the Scout sidebar, or reach Scout hands-free through Siri Shortcuts.