HighLevel Project Management Nears Release with Subtasks, Kanban

TL;DR

Project Management is closer to release. Early users are testing it. No action needed yet.

Who this affects

HighLevel has not confirmed who this affects. If released broadly, it will likely affect agency owners and SaaS entrepreneurs managing internal tasks or client projects within HighLevel.

What changed

Project Management is getting closer to release. Early users are testing it. HighLevel has not confirmed the rollout status or whether it replaces existing features. HighLevel has not confirmed if there are any limits or plan gating.

The feature will include:

• Subtasks
• Custom fields
• Kanban views
• Bulk updates

Where to find it

HighLevel has not published the location yet. Given its nature, it will likely appear as a new top-level menu item or a significant addition within an existing client or agency management section.

How agencies will use this

An agency could use this to manage their internal marketing projects. For example, a new client onboarding might involve a series of steps: creating a sub-account, building out a snapshot, configuring a workflow for lead nurture, and setting up an initial ad campaign. Each of these steps could be a task within a 'New Client Onboarding' project. Subtasks could detail specific actions, such as 'Import funnel templates' or 'Connect Facebook Ad Account'. Custom fields might track the client's industry or the project's priority. The agency team could use Kanban views to visualize progress across all client onboarding projects. Bulk updates could then be used to mark multiple completed tasks across different projects at once.

Our take

This is a major update. Project Management has been a long-requested feature. The inclusion of subtasks, custom fields, and Kanban views suggests a robust initial offering. The ability to manage projects directly within HighLevel could reduce reliance on external project management tools for many agencies. Agencies should monitor future announcements for rollout details and specific functionality. HighLevel has not confirmed its significance reason, but its scope points to a substantial platform addition.