Enterprise project management
for teams that deliver, govern, and bill.
Run epics, sprints, and workloads in one platform — connected to helpdesk tickets, rate cards, and invoicing. Built for IT services, agencies, and enterprise delivery teams.
Everything needed to plan, execute, and report delivery
Effigate gives project managers a connected control plane — from scope definition to sprint completion to client billing.
Work hierarchy
Project → Epic → Story → Task → Subtask — a consistent five-level hierarchy for scope control.
Sprint planning
Create and manage sprints with backlog grooming, capacity views, and velocity tracking.
Kanban boards
Visualise task progress with drag-and-drop boards for every project and sprint.
Workload management
See team capacity at a glance and balance work before sprint commitments are locked.
Poker planning
Collaborative story point estimation with real-time team voting and facilitator controls.
Contract-aware delivery
Projects link to contracts so deliverables, time, and billing stay connected in one system.
A five-level hierarchy that scales from roadmap to daily execution
Effigate enforces a consistent work structure — Project → Epic → User Story → Task → Subtask — so every piece of work has an accountable owner and a traceable chain back to the original business objective.
- Epics group related user stories into strategic themes
- User stories carry acceptance criteria and estimation context
- Tasks and subtasks break execution into assignable, trackable units
- All levels support time logging, comments, attachments, and visibility flags
- Client Visible / Internal Only flags at every level protect sensitive information
Work Hierarchy
Project → Epic → Story → Task → Subtask
Plan sprints with real capacity data, not just gut feel
Sprint planning in Effigate is informed by actual workload data. Add stories from the backlog, see who has capacity, and lock the sprint scope before execution begins.
- Visual sprint board with configurable status columns
- Backlog management with drag-and-drop prioritisation
- Capacity planning shows each member's available hours before commitment
- Velocity history from previous sprints informs point allocation
- Sprint retrospectives capture lessons learned against actual outcomes
Sprint Board
Sprint 12 execution lanes
Auth flow
API rate limits
Dashboard widget
Sprint board UI
Epic details page
Login page
DB schema
CI pipeline
Track every task in real time — without status meetings
The Kanban board surfaces the live state of every task. Blockers, overdue items, and dependency conflicts are visible to managers without requiring a standup or status email.
- Drag-and-drop task cards with priority indicators
- Assignee, due date, and estimate visible on each card
- Filter by assignee, label, priority, or epic for focused views
- Subtask progress rolls up to parent tasks automatically
- Time logged against tasks updates delivery progress in real time
Kanban Board
Platform Rewrite Q1 · Sprint 12
User auth flow
CSV export
Rate card UI
SLA timer
Sprint board
Login page
DB schema
See who is over capacity before it becomes a delivery problem
The workload view gives project managers and owners a single view of how each team member's time is allocated — across all projects, sprints, and tickets — so resource decisions are made on data.
- Heatmap shows over- and under-allocation at a glance
- Drill into individual member workload by project and sprint
- Planned vs tracked hours comparison identifies estimation gaps
- Workload data feeds sprint planning commitment confidence
- AI can suggest workload rebalancing based on live capacity data
Workload Capacity
Sprint 12 · Week 2 allocation status
Escalate support tickets into project tasks without losing context
When a helpdesk ticket requires project-level work, Effigate lets you escalate it into a task. The SLA context, ticket history, and client visibility settings carry across, keeping delivery and support in sync.
- One-click escalation from ticket to project task
- SLA context and breach risk visible in the linked task
- Contract rate conditions apply to time logged on linked tasks
- Client portal shows progress on escalated tickets without exposing internal notes
- Reporting covers both ticket resolution and project delivery in one view
Ticket Queue
Prioritised by SLA urgency and support level
TKT-0041
API timeout on bulk export
0h 42m left
TKT-0039
Dashboard charts not loading
2h 15m left
TKT-0037
Password reset email delayed
8h 00m left
TKT-0034
Export to CSV missing columns
2d 4h left
Projects stay connected to contracts, deliverables, and invoicing
In Effigate, projects are not isolated from commercial reality. Each project can link to a contract, and deliverables, time records, and approvals flow directly into the billing engine.
- Projects link to Fixed Price, Hourly, Bucket, or Scope-Based contracts
- Deliverables track against contracted milestones and scope
- Time logged on project tasks feeds invoice line items
- Rate cards frozen at contract activation protect billing integrity
- Invoice readiness is visible in the project and contract screens
CON-2024-018 · Nexus Corp
Active · Started Jan 2026
This Month
$4,240
vs $3,890 last month
Outstanding
$4,240
INV-2024-031
Deliverables
From project kickoff to invoice — one connected flow
Effigate supports the full delivery lifecycle in a single platform. Work starts in the project hierarchy and ends as a governed, billable record.
-
1Step 01
Define scope
Create the project, add epics and user stories, and set acceptance criteria before sprint planning begins.
- Project hierarchy
- Epic grouping
- Story definition
-
2Step 02
Plan the sprint
Select stories from the backlog, assign to team members with capacity data visible, and lock the sprint scope.
- Backlog grooming
- Capacity check
- Poker estimation
-
3Step 03
Execute and track
Teams work from Kanban boards, log time against tasks, and update status. Managers monitor progress without interrupting flow.
- Kanban execution
- Time logging
- Live visibility
-
4Step 04
Review and deliver
Sprint retrospective captures outcomes. Deliverables are marked complete. Time records feed into the billing engine for invoice generation.
- Retrospective
- Delivery sign-off
- Invoice readiness
Built for every stakeholder in delivery
Effigate serves different users differently — giving each role the information and controls they actually need.
Project Managers
Workload views, sprint boards, risk indicators, and delivery reporting in one control plane.
Development Teams
Clear sprint scope, task cards with context, time logging, and dependency visibility.
Executives
Portfolio-level progress, delivery health, utilisation, and financial performance at a glance.
Clients
Client portal with project progress, milestones, and invoice history — no internal data exposed.
Connect project delivery to your existing tools
Effigate integrates with source control, notification channels, and file storage so project workflows stay connected to the tools your team already uses.
GitHub
Link commits and pull requests to tasks and epics for full delivery traceability.
Source controlGitLab
Connect merge requests and pipelines to sprint tasks and deliverables.
Source controlSlack
Receive sprint start, blocker, and delivery alerts in your team's Slack channels.
NotificationsMicrosoft Teams
Push sprint status and escalation notifications to Teams.
NotificationsTask assignment, due date, and sprint reminder notifications via email.
NotificationsQuestions about enterprise project management in Effigate
Enterprise project management software provides teams with structured hierarchy (projects, epics, stories, tasks), sprint planning, capacity visibility, and delivery governance. Effigate combines this with helpdesk, SLA, and contract billing in one platform.
Effigate supports sprint creation, backlog management, capacity planning by team member, and poker planning for collaborative estimation. Sprints are linked to epics and user stories, and velocity data feeds future planning cycles.
Yes. Effigate allows escalation of helpdesk tickets into project tasks, preserving the service context and SLA implications throughout delivery. This is critical for IT services teams and MSPs.
Yes. Projects support multiple team members with configurable project roles (Owner, Manager, Contributor, Reviewer, Observer). Visibility rules determine what clients and external observers can see.
Projects in Effigate are linked to contracts. Time logged against tasks feeds into the billing engine with rate conditions applied. Deliverables and retrospectives drive invoice readiness without manual reconciliation.
Run your next project in Effigate
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