1. Workflow Builder (Starter — $13.49/seat/mo)
Build custom rules: when a task moves to Review, assign to manager. When priority is set to High, add to a specific project. Starter tier includes workflow automation.
Why This Matters: Native automation without Zapier for internal task management.
2. Forms (Starter — $13.49/seat/mo)
Create intake forms that generate tasks in specific projects with pre-set fields. Perfect for bug reports, content requests, or design briefs. Eliminates form-to-PM-tool integrations.
Why This Matters: Structured intake without Typeform + Zapier integration.
3. Portfolios (Advanced — $30.49/seat/mo)
Track multiple projects in one view with status, progress, and ownership. See which projects are on track, at risk, or off track. Replaces spreadsheet-based project trackers.
Why This Matters: Executive-level project visibility without a separate reporting tool.
4. Goals and Milestones (Advanced — $30.49/seat/mo)
Set company goals linked to projects and tasks. Track progress automatically. Connect daily work to strategic objectives without a separate OKR tool.
Why This Matters: OKR tracking built into your PM tool.
5. Approvals (Advanced — $30.49/seat/mo)
Add approval steps to tasks. Reviewers can approve, request changes, or reject. Creates a structured review process for creative work, content, and designs.
Why This Matters: Structured review process without email chains.
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