Boards & statuses
Kanban boards per project with sensible defaults — Backlog, In Progress, Blocked, Review, Done — plus custom statuses with colors when your workflow needs them.
sally platform
Project management that doesn't mind who does the work.
Boards, tasks, dependencies, clients, timesheets, and reporting — clean enough for your team to actually use, structured enough for your agent to work in. Same data, same permissions, whoever is typing.
Core delivery
Everything a delivery team expects. Nothing ornamental.
Tasks with substance
Priorities, due dates, labels, checklists, and rich Markdown descriptions with slash commands, images, and connected file search.
Comments & mentions
Task discussions with @mentions and notifications, using the same rich editor as descriptions — decisions stay next to the work.
Dependencies
Task-level and project-level dependencies, so “blocked on what?” has an answer instead of a shrug.
Clients & brands
Each brand is its own workspace with projects, members, and client records — the natural shape for agencies and multi-brand teams.
Timesheets & reporting
Log time on projects and tasks with billable and validated flags, then report across the workspace with project, user, and client filters.
Working with agents
Tasks that hand themselves over cleanly.
When an agent picks up a task, it can pull a resume context: the latest handoff, open blockers, pending approvals, decisions, and recent comments — everything needed to continue instead of restart.
When it finishes or gets stuck, it files a structured handoff: a concise summary, evidence, an optional blocker or approval request, and a status move. The next person — or the next agent — starts informed.
task/handoff
summary
Landing page draft complete. Copy follows the brand voice memory; two variants prepared.
approval requested
CLIENT_DECISION — choose variant A or B before build starts.
status
Moved to Review · evidence attached · decision brief in Control Center
Access control
One permission model for everyone who touches the work.
Workspace & project roles
Owners manage structure, members do the work, viewers get read-only access without people details — per workspace and per project.
Custom roles
Define roles with granular read/write/admin permissions across Projects, CRM, Marketing, and account surfaces.
Agents as principals
Agents appear in the same participant and permission model as humans — assignable, visible, and revocable.
Security & operations
The controls your ops and security people will ask about.
SAML SSO
Bring your identity provider for centralized login.
2FA & passkeys
Authenticator-based two-factor and WebAuthn passkeys, with enforceable policy.
Session & key policies
Control session lifetimes and set expiry and scope rules for API and MCP keys.
Audit log
Governance event history across sensitive admin, workspace, and automation actions.
Cloud file search
Connect Google Drive, Microsoft 365, or Dropbox and search files right from task descriptions and comments.
Control Center
Proposals, approvals, blockers, and decisions from across the brand in one review surface.
Move your delivery work somewhere agents can help.
Set up your first brand, invite the team, and connect your agent — all inside the trial.