HighLevel Adds Project Management with Pipelines and Tasks

TL;DR

HighLevel's pipelines and task management now support client fulfillment and automated task assignment. This is a significant update for agencies looking to consolidate tools.

Who this affects

This affects Go HighLevel agency owners and SaaS entrepreneurs who manage client projects. Anyone currently using separate project management software for client fulfillment should evaluate this. HighLevel has not confirmed who is affected by plan level or sub-account setup.

What changed

HighLevel's built-in pipelines and task management now offer expanded capabilities. These features can replace standalone project management platforms. Users can move closed clients into a dedicated fulfillment pipeline. Custom stages can be configured within these pipelines, including stages like onboarding, in progress, and launched. Tasks can be automatically assigned to team members. This assignment happens as contacts progress through pipeline stages. Workflow automation can be built, triggered by changes in a contact's pipeline stage. For example, a kickoff call task can be automatically assigned to new clients via automation. HighLevel has not confirmed any limits or plan gating for these features. HighLevel has not confirmed the rollout status of these features.

Where to find it

HighLevel has not published the exact navigation path yet. Based on the description, these features will likely be found within the existing Pipelines and Workflows sections of the platform. Users should look for expanded options within pipeline settings and workflow actions.

How agencies will use this

Agencies can leverage this to streamline their client fulfillment process. For example, an agency closes a new client in their sales pipeline. An automation immediately moves this client contact into a 'Client Onboarding' pipeline. As the contact enters the 'Onboarding' stage, a workflow triggers. This workflow automatically assigns an 'Onboarding Welcome Call' task to a specific team member. The task appears in that team member's HighLevel tasks list. Once the welcome call is completed and the client moves to an 'In Progress' stage, another workflow assigns tasks for campaign setup to the fulfillment team. This continues through 'Review' and 'Launch' stages, with automated task assignments ensuring each step is followed.

Our take

This is a major update. It addresses a common agency pain point: managing client projects and fulfillment across disparate systems. Consolidating project management into HighLevel can reduce tool sprawl and improve operational efficiency. Agencies should explore these capabilities to centralize client management.