HighLevel Project Management Enters Private Beta

TL;DR

HighLevel launched HighLevel Project Management in private beta with multi-level task hierarchies and direct CRM linking.

Most agencies do not have access yet, so there is no immediate action required.

Who this affects

HighLevel has not confirmed which plans or sub-account types will include this feature.

For now, it only affects users who have been granted access to the private beta. HighLevel has not confirmed who can safely ignore it long-term or whether it will be gated behind higher-tier plans.

What changed

• HighLevel released HighLevel Project Management into Private Beta.

• Introduced an organizational hierarchy consisting of spaces, folders, lists, tasks, and subtasks.

• Added task-level controls including team member assignments, priority levels, due dates, comments, and multiple views.

• Added native linking between tasks and core CRM records, including contacts, companies, opportunities, and custom objects.

• Plan gating, usage limits, and general rollout timelines remain unconfirmed by HighLevel.

Where to find it

HighLevel has not published the exact navigation location inside the product yet.

It is expected to live within the sub-account interface where agency teams manage day-to-day operations and CRM records, but the specific menu placement has not been confirmed.

How agencies will use this

An agency handling client fulfillment can structure their work using spaces, folders, and lists to map out client deliverables. Tasks and subtasks can be assigned directly to specific team members with set priority levels and due dates.

Team members can leave comments and review work through multiple views depending on how they prefer to track progress.

Because the tool links natively to CRM records, an agency operator can attach a task directly to an active opportunity, a specific contact, a company, or a custom object, keeping delivery tasks directly connected to the client's CRM history.

Our take

This is a major update. Native project management with direct CRM associations addresses a function agencies routinely pay third-party platforms to handle.

However, it does not matter for your day-to-day operations this week unless you have private beta access.

HighLevel has not confirmed pricing, plan gating, or replacement of any existing features. Keep an eye on the beta progress, but hold off on changing your tech stack until public rollout details are confirmed.