Client context gets lost after the proposal
Briefs, interactions and decisions are often kept in separate CRM, email and project tools.
For architecture practices
Keep the client brief connected to design delivery and commercial control.
Bring client interactions, proposals, project requirements, design tasks, documents, team effort and payment context into one workspace so commissions do not lose information as they move from winning work to delivery.
Client Interaction→Proposal→Project Brief→Design Tasks→Documents→Team Time→Payments→Reporting
Why teams change
Architecture practices lose margin and time when commercial and design workflows drift apart.
Design work becomes hard to coordinate
Multiple disciplines, revisions and dependencies create visibility gaps.
Team time is difficult to compare with project value
Hours are often reviewed after the fact instead of in the delivery context.
Evidence and reporting take too much reconstruction
Documents and project status must be manually gathered for client updates.
See Taskeeper in the workflow
Keep the brief and project context visible after the work starts
Project details, requirements, dates and project ownership remain accessible as the commission moves into delivery.
Keep the brief and project context visible after the work starts
Project details, requirements, dates and project ownership remain accessible as the commission moves into delivery.
Coordinate design stages and dependencies
A Gantt view helps architecture teams sequence work across the project timeline.
See effort against active commissions
Time-sheet visibility supports a clearer view of how team effort is being consumed.
Representative scenario
What this can look like in practice.
An 18-person architecture practice manages a mix of feasibility, planning and detailed-design commissions. The partners want the client brief, proposal, project requirements, design tasks, documents, team time and commercial position to remain connected from first conversation to final delivery.
Import clients and active commissionsKeep proposal and customer context attached to deliveryPlan design phases and multidisciplinary tasksAssign resources by skill, role and availabilityTrack time, project cost and payment milestonesKeep documents, compliance and reporting with the project
Before Taskeeper
The problem is not a lack of software. It is that the operating picture is fragmented across too many places.
Proposal assumptions get separated from the live commission.
Design coordination and time capture live in different tools.
Partners discover margin pressure late because effort is reviewed separately.
With one connected workspace
The same customer, project, people, commercial and governance context can support decisions from planning through delivery and closeout.
Connected capabilities
Start with the problem that matters. Connect more of the operation over time.
Taskeeper is designed so each capability becomes more useful when it shares customer, project, people and commercial context with the rest of the workflow.
Clients & interactions
Keep individual and organisation customer context accessible.
Proposals
Maintain commercial scope before the commission becomes a project.
Project requirements
Capture customer requirements, delivery dates and project context.
Tasks & documents
Coordinate design work and keep evidence with the project.
People & time
Connect resource assignments and time sheets to commissions.
Commercial follow-up
Keep project budget and payment context visible during delivery.
Distinctive capabilities
Construction-specific workflows worth seeing in detail.
Proposal → Project
Win the work once. Don't enter it twice.
Create a customer budget assessment quickly, keep every revision in Taskeeper, respond to feedback and — when the proposal is accepted — turn it directly into a live project instead of recre
→Profiles & client access
Give everyone what they need — and nothing they don't.
Taskeeper supports distinct user profiles for company administration, project delivery, operational team members, clients and suppliers. Client access can be configured so customers follow a
→Messaging & collaboration
Keep project conversations with the project.
Communicate with colleagues, project teams and authorised clients inside the same operational workspace where the work is managed — reducing the need to scatter project context across person
→Photo Reportage
Every site photo already knows where it belongs.
Capture progress evidence from the exact project or task and keep it organised with the work. Taskeeper stores the project/task context, uploader, timestamp, tags and description so visual r
→Integrate & onboard
Start with the data you already have. Connect the systems you still need.
Taskeeper is designed to fit into an existing technology landscape rather than creating another data island. Standard onboarding can start with import/export templates, while ongoing integration can use APIs or CSV-based exchange.
Fast data setup
Download the Taskeeper Excel import/export template, populate it with your existing customer, project, resource or other supported data, then import it back into Taskeeper.
01Download template
02Populate with existing data
03Import into Taskeeper
Easy integration
Use Taskeeper APIs for system-to-system integration, or consume and produce CSV files where a lightweight data exchange is sufficient. This supports gradual adoption without forcing every surrounding system to change at once.
API accessCSV exchangeExcel import/exportIncremental migrationExisting-system friendly
Enterprise trust
Security controls built for operational data.
Role-based permissions, MFA, SSO/SAML, encryption in transit and at rest, audit logging, backups and disaster recovery, security monitoring, vulnerability management, incident response, API security, least-privilege access, data retention/export/deletion controls, GDPR/DPA support and multi-company segregation are part of the launch security model.
MFASSO / SAMLRole-based accessEncryptionAudit logsBackups & DRGDPR / DPAAPI securitySecurity monitoringData controls
Review security →Questions from evaluating teams
What teams usually want to know first.
Can Taskeeper support both client management and project delivery?
Yes. Customer records and interactions can remain connected to proposals and projects instead of becoming a separate commercial silo.
Can architecture practices track team time?
Yes. Resources and time sheets can be used alongside project and task information.
Does Taskeeper support project documents?
Yes. Project documents and reporting sit within the wider project workspace so delivery evidence remains easier to trace.
Can a small architecture practice adopt Taskeeper gradually?
Yes. A practice can begin with clients, proposals and projects, then add time, documents, payments, risk and reporting workflows as needed.
See your workflow in Taskeeper
Start with the operational problem that matters most.
Bring one real workflow to a demo and map it to the Taskeeper capabilities that can create value first.