Website build, network migration, cloud setup, managed services onboarding — every project type has a Task Set. Trigger it, and a complete project with every task, every assignee, and every deadline appears instantly.
New client onboarding. The project manager assumed the network engineer handled firewall rules. The network engineer thought it was the security team. The client goes live with an open port. You find out from their angry email.
You've done 200 website builds. But every time, someone manually creates the project, types out the same 25 tasks, assigns the same people, calculates the same deadlines. 45 minutes of admin before any real work begins.
You went from 5 active projects to 20. Now things slip. A migration that should have taken 2 weeks took 5 because nobody tracked the DNS cutover. Your PM is drowning. You're losing money on fixed-price contracts.
Deal closes in your CRM. The "Website Build" Task Set triggers. A project with 30 tasks appears: discovery call, wireframes, design mockups, client approval, development sprints, QA testing, staging deploy, content migration, SEO setup, launch day checklist, post-launch monitoring. Each task has an owner — designer, developer, PM, client. Each has a deadline calculated from the project start date. Your team opens their dashboard and just starts working.
Outcome: Zero project setup time. Every engagement starts the same way — perfectly structured, immediately actionable.
The project scope grew. You need to bring in a DevOps engineer for the containerization work. Add them as an assignee on the fly — they see exactly their 4 tasks with deadlines. Subcontractor joining for the design phase? Loop them in on just their tasks. They don't need onboarding. They don't need a briefing call. The project structure tells them everything.
Outcome: Team scaling is instant. New people are productive from minute one. No more "can you walk me through where we are?"
Monthly server maintenance? Quarterly security audits? Annual license renewals? Set up recurring Task Sets. Every month, a "Server Maintenance" project auto-creates: check disk space, review logs, apply patches, test backups, update monitoring thresholds, send client report. Assigned to the right technician. Due dates set. Daily reminders until complete.
Outcome: Recurring services never get forgotten. SLA compliance goes to 100%. Clients get consistent, documented service every cycle.
The DNS cutover is due Thursday. The developer hasn't finished the SSL cert setup. Close180 sends them a daily reminder starting Monday. The client hasn't approved the staging site yet? Daily reminders. The PM doesn't have to chase anyone — the system does it. Every task, every person, every deadline gets persistent, customizable nudges until it's done.
Outcome: Projects finish on time because nobody forgets their tasks. You stop losing money on overrun fixed-price projects.
Triggers when a “Website Build” deal is won. Entire project auto-deploys.
26 tasks across 5 phases | Auto-assigned to 4 roles
Task Sets turn every new project into a structured, auto-assigned, deadline-tracked machine. 14-day free trial.