Project management

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.

Start free trial See enterprise overview
Platform capabilities

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.

Structured scope

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
Platform Rewrite Q1 Project
Authentication Module Epic
As a user I can log in via SSO Story
Implement OAuth provider Task
Configure PKCE flow Subtask
Add token refresh logic Subtask
Write integration tests Task
Sprint mechanics

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 · Active
To Do
In Progress
Done

Auth flow

API rate limits

Dashboard widget

Sprint board UI

Epic details page

Login page

DB schema

CI pipeline

12 of 18 story points completed
Delivery visibility

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
Backlog

User auth flow

CSV export

To Do

Rate card UI

SLA timer

Doing

Sprint board

Done

Login page

DB schema

8 tasks · 3 in progress Sprint 12
Capacity management

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
Team Workload Sprint 12 · Week 2
A
Alice Chen Lead Dev
38h / 40h
B
Bob Smith Backend
45h / 40h Over
C
Carol Davis Frontend
28h / 40h
D
David Kim QA
18h / 40h
Helpdesk integration

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 3 near breach

TKT-0041

API timeout on bulk export

Critical

0h 42m left

TKT-0039

Dashboard charts not loading

High

2h 15m left

TKT-0037

Password reset email delayed

Medium

8h 00m left

TKT-0034

Export to CSV missing columns

Low

2d 4h left

Commercial alignment

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
Contract Overview
Contract CON-2024-018 — Nexus Corp
Type Bucket-Based
Hours Used 63 / 100 hrs
This Month's Spend $4,240.00
Outstanding Invoice INV-2024-031 · $4,240

Deliverables

Phase 1 — Discovery (Approved)
Phase 2 — Build (In Review)
Phase 3 — Launch (Pending)
How it works

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.

  1. 1

    Define scope

    Create the project, add epics and user stories, and set acceptance criteria before sprint planning begins.

    • Project hierarchy
    • Epic grouping
    • Story definition
  2. 2

    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
  3. 3

    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
  4. 4

    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
Role-based value

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.

Integration ecosystem

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 control

GitLab

Connect merge requests and pipelines to sprint tasks and deliverables.

Source control

Slack

Receive sprint start, blocker, and delivery alerts in your team's Slack channels.

Notifications

Microsoft Teams

Push sprint status and escalation notifications to Teams.

Notifications

Email

Task assignment, due date, and sprint reminder notifications via email.

Notifications
Frequently asked questions

Questions 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.

Get started

Run your next project in Effigate

14-day free trial. No credit card required. Full platform access from day one.

Start free trial View pricing

Related features

Time Tracking SLA Management Reporting & Analytics Client Portal