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The project, the tasks and the team. Connected.

Build a project app with related tasks and clients, so every view draws from the same work and respects the same access rules.

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Give the work a relational home

Start with connected tables. A shared name in two spreadsheets is not a relationship.

DealsGroup by stageOwner is Sam Carter
Negotiation3$237,700
Orbit StudioSCSam Carter$126,500Nov 14
Bramble FoodsSCSam Carter$39,900Nov 19
Quarry SupplySCSam Carter$71,300Dec 1
Proposal2$100,000
Northwind TradingSCSam Carter$48,000Nov 21
Pine & PartnerSCSam Carter$52,000Nov 26

Projects

Record client, lead and timeline in one place.

Tasks

Link each task to a project and an assignee.

Clients

Keep client details separate from the projects they commission.

Decide who sees what, before the first screen

User roles grant access per table, row, field and action. Every surface follows those rules.

DealsSales
CompanyStageOwnerAmountMargin
Northwind TradingProposalSCSam Carter$48,00032%
Orbit StudioNegotiationSCSam Carter$126,50041%
Halden & CoQualifiedPNPriya Nair$22,00028%
Kestrel FreightWonSCSam Carter$64,20036%
Lumen HealthProposalMDMarc Duval$91,00038%
Fjord AnalyticsQualifiedPNPriya Nair$17,80025%
Bramble FoodsNegotiationSCSam Carter$39,90030%
Atlas MobilityLostMDMarc Duval$55,00022%
Pine & PartnerProposalSCSam Carter$52,00034%
Meridian ApparelProposalPNPriya Nair$33,40029%
Quarry SupplyNegotiationSCSam Carter$71,30031%
Halcyon LabsQualifiedSCSam Carter$28,50037%
Tidewater HotelsQualifiedSCSam Carter$19,90027%
Vela RoboticsQualifiedMDMarc Duval$46,00033%
Who sees whatDeals
ARAna ReyesBuilder14 deals
SCSam CarterAccount manager8 deals
LOLena OrtizClient, Orbit Studio1 deal

Sam's rule

Owner is Sam CarterMargin hidden

Project members

Scope access to assigned projects and their related tasks.

Clients

Grant visibility to their own project records and permitted fields.

Project leads

Decide who may change assignments and project deadlines.

Different jobs deserve different screens

The Data grid is the starting point. Interface ideas can be described to the assistant and built over the same authorized data.

My pipelineChange with Ask
Open pipeline$386,100
Closing this month4 deals
Won this quarter$64,200
Proposal2
Northwind Trading$48,000 · Nov 21
Pine & Partner$52,000 · Nov 26
Negotiation3
Orbit Studio$126,500 · Nov 14
Bramble Foods$39,900 · Nov 19
Quarry Supply$71,300 · Dec 1
Qualified2
Halcyon Labs$28,500 · Dec 4
Tidewater Hotels$19,900 · Dec 12

My tasks

A Data view filtered to assigned work and grouped by project.

Project dashboard

An interface summarizing deadlines and task stages.

Client progress

A client-facing page built on the client's authorized rows.

Try this as your app brief

"Build a project app with Clients, Projects and Tasks. Team members see assigned projects. Clients see only their projects, with internal planning notes excluded."

This is an app design example, not a ready-made template. Explore the product or other use cases.

Keep exploring

CRMBuild a connected customer model with companies, contacts and deals, then choose who can read and edit each part of it.Client portalsDesign a client portal on your actual project data, with row and field rules that define exactly what each invited client may see.InventoryModel items, suppliers and stock movements in an inventory app, then give each team a view suited to the work it handles.

Get access to Grid82

Start from this design, or from your own. Access opens from the waitlist.