Find your fit
Who it is for
Small agencies handling several client projects are the clearest fit. A manager can group each client’s projects together, see what needs attention, and let guests see a narrower client-facing view. Test those permissions before putting sensitive material in a project.
An individual contributor can work from My tasks and the Daily Planner without opening every project. A team lead can use task sections and board or list views to see assignments, while owners and admins can inspect timesheets and the restricted profit area.
The work it supports
Core capabilities
Tasks live in projects and can be grouped into workflow sections. Upbase offers list and board views within a project, plus timeline, calendar and planner views for scheduled work. Subtasks and files give each assignment more detail.
A new task without a project is private to its creator. Moving it into a project changes that scope, so check its audience before adding work notes or client information. My tasks collects work created by or assigned to the user.
The Daily Planner draws together a person’s created or assigned tasks, while schedule views show dated work across projects. This can connect a broad project plan to the day’s workload; Google Calendar events require a connected account and eligible plan.
Each client can have several projects and guest users. Guests are invited to specific projects, and the client-facing dashboard shows only shared work. Private-by-default sharing can keep new tasks, docs and files internal until selected; Links and Chat have documented visibility exceptions.
Docs, files and discussions can sit beside project tasks. Track effort with a timer or manual entries and export timesheets for review. Estimated and actual task time is hidden from guests, while workspace roles determine who can see and edit other people’s entries.
Profit Tracking uses configured billable and cost rates with timesheets to show project and client finances. Owners and admins see this area, while guests do not. Configure rates before the team logs time, because earlier entries are not retroactively included.
Paid-plan automations can respond to task changes with actions such as assignment or status updates. Test a rule on sample tasks before use: automations operate in the web app and one automation does not trigger another.
Understand the offer
Pricing and getting started
The October 20, 2026 pricing page presents Free at $0 with unlimited tasks and members, five projects and three free guests. The card lists list, board and calendar views, a daily planner, time tracking and mobile apps. This is a practical small pilot, though project and guest limits matter.
The page displayed Premium at $10 per user per month under its visible settings. The card lists unlimited projects and free guests, automation rules, recurring tasks, a timeline view and timesheets. It labels API Access “in progress”; do not plan an integration around it as a released feature.
Unlimited displayed $99 per month for unlimited users, with a fixed-price, no-per-user-charge description and unlimited projects and free guests. The page also provides country and monthly/yearly selectors. Confirm currency, billing period, taxes and exact total in the chosen setting before comparing plans.
Look a little closer
Before you choose
Create a harmless client project, invite a test guest, then inspect both the internal and guest views. Share one task and one file deliberately. Check that internal-only notes stay hidden and remember that Links and Chat modules have different default visibility.
Pilot the daily workflow with a real-sized task list: group tasks into sections, assign owners, set dates and review the planner. Try private tasks separately, then move one into a project to understand the visibility change.
If time and profitability reports are important, configure rates before collecting time and test a few entries. Ask which plan grants the needed reporting rights. Compare the project and guest limits with actual client volume and verify the pricing country and billing selection.
10 distinct sources behind this profile. Research observed Oct 20, 2026. Features and offers can change.
View sources and research →
