Work management and projectsNEW
Plan and run projects on visual boards with colored groups (each group shows its total), colored status columns and several views of the same information: table, kanban, timeline (Gantt), calendar, team workload and dashboard. Create subitems, link dependencies, track progress and connect boards to each other. And project AI speeds it all up: describe the goal and it generates a plan that becomes a ready-made board, predicts delay risk and priority, writes the executive summary and acts as an agent that only executes after your approval. Because it all lives inside the CRM, a project born from a sale arrives with the customer, the contract and the history already attached, with nothing to export to another tool.
- Boards with colored groups and a total per group, colored status columns and the visual the way the team thinks about work.
- Several views of the same base: table, kanban, timeline (Gantt), calendar, workload and dashboard.
- Subitems, dependencies, progress, tags, rating, files, formula and columns that mirror other boards.
- Project AI: generate a plan that becomes a board, predict delay and priority, get the executive summary and an agent with human approval.
Free in Sellio, you only pay for the machine
Work management at the level of dedicated tools, inside your CRM and with no per-editor charge. You only pay for the machine.
The whole team in one place
Sales, delivery, marketing and support plan in the same space as the customer, without hopping between the CRM and a project app.
Deadlines nobody misses
The timeline with dependencies shows the critical path and what slips if one step slides.
Balanced workload
The workload view reveals who is overloaded and who has room, so you redistribute before the bottleneck.
Each team in its own space
Per-board permissions let each group see and edit only what is theirs, even with everyone on the same base.
Project management and CRM on the same base: post-sale work is born with the full customer context.
Switch views in one click: the same information becomes kanban, Gantt or calendar with nothing to re-enter.
Saved filters and the "My work" view gather everything that is yours, across every board, in one list.
Per-board permissions and automations keep each team in its own space, with no side spreadsheet.
One base, many views
Enter the work once and look at it from whatever angle you need: table for bulk editing, kanban for flow, timeline for deadlines and dependencies, calendar for dates, workload to balance the team and dashboard for the overview. Nobody re-enters anything when switching views.
From closed deal to delivery
When the sale is won, the rollout project opens in the same system, with customer, contract and conversations alongside. Subitems break down the work, dependencies show what blocks what and progress stays visible to everyone involved.
Project AI that gets it off the ground
Describe what you need to deliver and the AI generates a full plan that becomes a ready-made board, with groups, items and dates. It also predicts delay risk and the priority of each front, writes the executive summary for leadership and acts as an agent that proposes and executes steps, always with human approval before touching the real work.
- 1
Create a board, set up the groups and choose the columns (status, progress, dates, people, files).
- 2
Add items and subitems and link the dependencies between them.
- 3
Switch between table, kanban, timeline, calendar, workload and dashboard as the question changes.
- 4
Save filters, set per-board permissions and let automations handle the repetitive work.
Onboarding a new customer
When the deal is won, an onboarding board opens with tasks, owners and dates, already linked to the customer account.
A campaign with many fronts
Colored groups separate creative, media and approvals; the calendar view shows everything going out this week.
A week that is too full
The workload view points to the analyst with twice the tasks and you move items to whoever has room, in one drag.
Does this replace a dedicated project tool?
Not necessarily, but since Sellio already brings boards, kanban, Gantt, calendar, workload and per-board permissions, many teams stop needing a separate project app.
Can I see only my tasks across every board?
Yes. Saved filters and the "My work" view gather everything that's yours, from every board, into one list.
Can I control who sees each board?
Yes. Per-board permissions let each team see and edit only what's theirs, even on the same base.
What does project AI do?
It generates a plan that becomes a ready-made board, predicts delay risk and priority, writes the executive summary, and acts as an agent with human approval before touching real work.
What views are available besides kanban?
Table, kanban, timeline (Gantt), calendar, team workload and dashboard, all looking at the same underlying data.
Can a project start directly from a closed deal?
Yes. When the deal is won, the rollout project opens in the same system, already linked to the customer, contract and conversations.
Can I see dependencies between tasks?
Yes. The timeline shows dependencies and the critical path, revealing what slips if one step slides.
How do I spot who's overloaded on the team?
The workload view shows who has too many tasks and who has room, so you can redistribute before the bottleneck.
Does the AI act alone without me reviewing anything?
No. Project AI proposes and executes steps as an agent, but always with human approval before touching real work.