Features

Every capability,
explained plainly.

A complete breakdown of what FlowNest Workspace does across projects, clients, automation, files, reporting and security.

Projects & tasks

Core workspace

Project boards

Kanban style stages you define once and reuse. Drag work between stages and every dependent view updates instantly.

Task management

Owners, due dates, priorities, subtasks, checklists and dependencies, all visible without opening five screens.

Timeline view

See overlapping deadlines across every project so you can spot the crunch weeks before they arrive.

Calendar sync

A workspace calendar that shows deliverables, meetings and milestones in one place.

Templates

Save any project as a template so repeat work starts fully structured in a single click.

Quick capture

Add a task, note or file from anywhere in the workspace without losing your place.

Relationships

Clients and collaboration

Client records

Contact details, notes, documents and full project history stored against every client.

Client portals

Share a controlled, branded view of progress so clients stop asking for updates by email.

Team spaces

Separate departments or functions while keeping leadership visibility across everything.

Comments and mentions

Threaded discussion attached to the work itself instead of scattered across chat.

Approvals

Route deliverables for sign-off with a clear record of who approved what and when.

Guest access

Bring in a contractor for one project without exposing the rest of your workspace.

Efficiency

Automation and intelligence

Recipe builder

Plain-language automations: when a stage changes, assign an owner, set a deadline and notify the client.

Deadline chasing

Automatic reminders escalate as a due date approaches so nothing slips quietly.

Recurring work

Retainers and monthly deliverables generate themselves on schedule.

Workload balancing

See who is overloaded before the week starts and reassign in a couple of clicks.

API access

Connect FlowNest to the other systems you rely on, available on Professional and above.

Bulk actions

Update, reassign or reschedule dozens of items at once.

Foundations

Files, reporting and security

Secure file vault

Versioned storage attached to the right project, from 5 GB up to unlimited depending on plan.

Reporting suite

Progress, workload, deadline risk and client activity reports exportable to CSV.

Audit logs

A complete record of who changed what, available from Business Workflow Hub upwards.

Encryption

Data encrypted in transit and at rest on UK and EU based infrastructure.

Backups

Automated daily backups with tested restore procedures.

Data export

Export your projects, tasks, clients and files whenever you want. No lock-in.

Start today

Bring your whole operation into one workspace

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