Task management software

Powerful task managements for all your client work.

Project-based tasks
Group tasks by client projects for better visibility and organizationPlan hours spent on a task.

Kanban, Gantt and Calendar views
Use the board view to track progress. Use Gantt view to turn tasks into a project timeline and Calendar for a month view.

Workload view
‍Plan and assign tasks according to your team's capacity and adjust workloads as the project progresses.

Task templates and recurring tasks
Save time with pre-built task
templates and recurring tasks.
‍

Client collaboration
Share and collaborate with your clients on task progress through their secure client portal.

Time estimates & tracking
Add time estimates and start timers directly from tasks and automatically log hours to projects.

File uploads
‍Attach relevant documents and assets
directly to tasks for easy access and collaboration.
‍

Task dependencies
Link related tasks to ensure proper
workflow sequencing and avoid bottlenecks.

Reporting
Pull up reports on time spent on tasks, task progress, impact on profitability and more.

Plan, prioritize, and execute tasks with complete visibility.

Unified agency operations

Stop juggling multiple tools and manage tasks, time, and resources in one integrated platform. Bonsai connects your task management directly to time tracking and billing, eliminating data silos and reducing administrative overhead.

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Stay focused on priorities

Assign deadlines, track specific tasks, set priorities, make specific tasks recurring and keep your team working efficiently.

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Manage your resources & team capacity

Let your team capture time spent on tasks assigned to them. Get instant timesheets showing you where work was spent.

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Monitor project budgets

Track time spent on each task automatically and see how it impacts your project budgets in real-time. Make data-driven decisions about project profitability and resource allocation with integrated reporting across tasks, time, and billing.

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Johnny Digges, Owner of Symmetric Agency

Bonsai is a perfect fit for our web agency. Its sleek interface and wide-ranging features make it easy to manage our team and handle our projects efficiently.

10,000+

Service firms trust Bonsai

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Time tracking

Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.

Project & Client CRM

Manage your leads, clients and ongoing projects all in one place, instead of juggling them across different software tools.

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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.

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Frequently asked questions

How do I use Bonsai Task Management to track project progress?

Task Management allows you to segment your project into a set of reusable task templates that you can bill time against, track milestones against, or invite collaborators on whenever necessary. Our task management software can help you stay organized, bill quicker and ultimately, recognize more revenue!

Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.

*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.

Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.

Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing

Manage your tasks and deliver projects smoothly

Powerful task managements for all your client work.

Plan, prioritize, and execute tasks with complete visibility.

Unified agency operations

Stay focused on priorities

Manage your resources & team capacity

Monitor project budgets

Keep exploring Bonsai’s features

Get started in 30 seconds.