Teams | Collaboration | Customer Service | Project Management

Growth looks exciting from the boardroom. More customers. More revenue. More headcount. More opportunity. But for the people responsible for turning strategy into reality, growth feels very different. It feels like communication breaking down. Managers becoming stretched. Processes that once worked suddenly collapsing under the weight of scale. Customers experiencing the impact before leadership dashboards ever reveal a problem.

Jira was built for software developers. If you're running client projects, managing budgets, or tracking billable time, you've probably felt the friction. The tool that powers sprint boards brilliantly can make a simple client status update feel like configuring a space shuttle.

We're always looking for ways to make the work you do in Teamwork.com feel simpler. Over the past year, one theme that has consistently appeared in customer conversations, product research, and your direct feedback? Task Details—one of the most heavily used areas of Teamwork.com—can sometimes feel busy, overwhelming, and maybe even a little cluttered at times.

Project planning rarely starts with task assignment locked in. You know the work that needs to happen, but the exact people? That often comes later. Until now, tasks in Teamwork.com required you to assign work to a specific user or team from the start. That created friction during early-stage planning, especially when task assignment decisions were still evolving.

The core question every professional services operations leader needs to answer: can your team actually deliver the work that is likely to close? Generating pipeline is only half the challenge. The other half — the one that quietly breaks delivery teams — is knowing whether you have the capacity to absorb that work before contracts are signed and start dates are set.

Project setup is one of those tasks that everyone knows is important, but nobody enjoys doing. With the new version of the AI Project Wizard, your team can turn client briefs into full-fledged projects within seconds. Thanks to new improvements based on your feedback (including ready-to-use task lists and better syncing with documents), project planning will feel less like administration and more like acceleration.

Creating quotes should help your team move opportunities forward—not slow them down with repetitive setup work, endless searching, or manual intervention. That's why we're introducing three major improvements to Quotes: Together, these updates make it easier to create consistent quotes, find the information you need faster, and tailor Quotes precisely to the way your team, and clients, work.

Before I joined Teamwork.com, I spent years working in agencies where choosing project management software felt like picking a restaurant in a city you've never visited. The menus all look the same. The reviews contradict each other. And by the time you commit, half your team is already hungry enough to eat anywhere.

According to Teamwork.com's The Sprint to AI research, 50% of professional services teams say their PM tools fall short on data management and reporting alone. Another 42% cite resource management gaps, and 38% say profitability tracking is missing entirely. Your team probably owns PM software already. The question is whether you're getting your money's worth. For C-suite leaders and business owners at professional services firms, this is not a feature conversation. It's a revenue conversation.

The gap between tracking project data and presenting it well is where most delivery teams lose time, credibility, and control. I've watched operations directors spend hours every week assembling status decks from three different tools, only to field the same questions from leadership that the data should have already answered. This guide covers what to track, when to track it, and how to present project data so it actually reaches the right people in a format they can act on.