Built for the way modern teams work.
Every feature in WorkWiz is designed to reduce friction, accelerate execution, and keep your clients in the loop — without adding overhead.
AI Planning Assistant
Stop spending Sunday nights planning your Monday. WorkWiz AI analyzes your entire backlog, team capacity, and deadlines to generate a prioritized weekly plan automatically.
- Instant weekly plan generation from your backlog
- Respects team capacity and existing calendar events
- Ask questions about your projects in plain English
- Risk detection — flags tasks likely to miss deadlines
- Learns your preferences and work patterns over time
Project & Task Management
A full-featured project management layer with Kanban boards, list views, Gantt charts, subtasks, and dependencies. Built for real project complexity.
- Kanban, list, Gantt, and calendar views
- Task dependencies and blocking relationships
- Custom statuses, labels, and priorities
- Real-time collaboration with live cursors
- Recurring tasks and templates
Personal Weekly Planner
Your personal planning layer across every project. See what's due this week, what's blocked, and get AI-powered recommendations for what to tackle first — every morning.
- “My Week” view aggregated across all projects
- AI morning briefing with top 3 priorities
- Focus mode — hide everything except current task
- Google Calendar and Outlook integration
- Weekly review and rollover for unfinished tasks
Client Proposals & Portals
Close deals faster with beautiful, interactive proposals. Your clients get a dedicated portal to review, comment, and sign — no PDF attachments, no email chains.
- AI-generated scope of work from your task list
- Branded templates with your logo and colors
- E-signature collection with audit trail
- Proposal viewed/approved notifications in real time
- One-click convert proposal to active project
Inbox Capture
Never lose a task again. Forward emails, paste Slack messages, or use the browser extension — WorkWiz AI automatically classifies and routes everything to the right project.
- Email forwarding address for instant capture
- Chrome and Firefox browser extension
- AI extracts tasks, deadlines, and assignees from content
- Slack and Microsoft Teams integration
- Mobile app for quick capture on the go
Time & Budget Tracking
Track time against tasks, monitor project budgets in real time, and generate professional invoices from your logged hours — all without leaving WorkWiz.
- One-click time tracking on any task
- Project budget alerts at 75% and 90% utilization
- Invoice generation with Stripe integration
- Exportable time reports for client billing
- Profitability reports per project and client
Integrations & Automations
WorkWiz connects with the tools your team already uses. Build automated workflows without code using our visual automation builder.
- Slack, Teams, GitHub, Figma, Google Workspace
- Zapier and Make (Integromat) support
- REST API and webhooks for custom integrations
- No-code automation builder with if/then logic
- Import from Notion, Asana, Trello, Jira
Real-time Collaboration
Work together without the friction. Comment on tasks, @mention teammates, share files, and see live updates — whether your team is in-office, remote, or async.
- Threaded comments on tasks and projects
- @mentions with instant notifications
- File attachments with version history
- Guest access for clients and contractors
- Activity feed with full audit history
Reporting & Analytics
Understand how your team works. Track velocity, identify bottlenecks, and generate reports you can share with stakeholders in one click.
- Velocity and throughput charts per team member
- Project health dashboards with progress %
- Scheduled report delivery to stakeholders
- Custom dashboards with drag-and-drop widgets
- Export to PDF, CSV, and Google Sheets
Ready to see it in action?
Start your free trial today. No credit card, no setup fee, no time limit on the free plan.
Start free trialQuestions? Talk to sales →