# Project management software: tasks, files | Corex360 > Corex360 for project managers: projects open from the customer card, every task has an owner and date, at-risk work raises a warning, customers follow along. Source: https://www.corex360.com/en/solutions/project-managers Last updated: 2026-09-29 --- [Home](https://www.corex360.com/en) [Solutions](https://www.corex360.com/en/solutions) Project manager By role · Project manager # Project management software: the project on the customer card, the delay in the morning report. Corex360 is a business application that keeps a project manager's tasks, files, contract and customer questions on the same customer record. The project opens from the Projects tab on the customer card; task management counts open, overdue and completed work and warns about tasks at risk. The customer follows the project from their own panel. [Request a demo](https://www.corex360.com/en/contact?konu=project#form)Follow the day Short answer Corex360 for the project manager: project, tasks, files and contract on the same customer record. Overdue and at-risk tasks are visible, X AI opens a task when a rule breaks, and the morning report puts open work in one summary. - 08:00 Start - 09:30 Project - 11:00 Tasks - 13:30 Files - 15:30 Customer - 18:00 Close A project manager's day · illustrative ## From the morning list to the report the customer gets. This project manager's day is a scenario; the times and records are examples. The flow follows how Corex360 works for project management: the project on the card, each task with its owner, files on the record, delays in the report. The day starts with what is waiting for you; the project opens from the customer's card, overdue work shows itself, drawings and documents are tied to the record, and the customer follows the status from their own panel. 08:00 Start ### What is waiting for you, on the first screen. You opened Corex360. The start screen shows your pinned projects, what you opened last and what is waiting for you; one task is waiting for approval. The X AI morning report puts yesterday's overdue work and the tasks due this week in one summary. **Morning list** illustrative - Waiting **Task approval** - Overdue **One task · warning** - This week **Tasks due** - Pinned **Open projects** X AI · Approvals, delays and the week's work on one screen. 09:30 Project ### The project opens from the customer's card. You opened the new job from the Projects tab of the customer card. You wrote the tasks; each has an owner and a due date. The customer's earlier meeting, quote and contract sit in the tabs of the same card; you did not set up the project again in separate software. ![A grey folder, a phone, a car key, a leather planner, a rolled drawing, a pen and coffee on a sunlit desk] 11:00 Tasks ### Overdue work shows itself. Task management counts open, overdue and completed tasks; there is a warning on one task at risk. You spoke to the task's owner and updated the date. You approved a task that needed approval; who approved it and when went on record. **Task management** illustrative - Open **On the list with owners** - Overdue **Warning raised** - Approval **Approved · on record** - Completed **Closed tasks** X AI · Tasks are counted; work at risk raises a warning. 13:30 Files ### Drawings and documents on the record. You put the photo from the site and the latest drawing in the Files tab of the customer card; they sit in Corex Drive, tied to the record. You split the window in two: the task list on the left, the files on the right. Who can see a file depends on permission, and every view is recorded. ![A freshly tiled pool edge on a villa site above the Bosphorus, marble samples and a helmet] 15:30 Customer ### The customer follows the status from the portal. The customer was going to ask where the project stands; they did not. From the portal set up for them they see their project, quotes and conversations. You sent the week's interim report; the customer follows the project's status on the web. **Customer portal** illustrative - Project **Status on the web** - Interim report **Sent** - Quote **Visible in the portal** - Support **Ticket from the portal** X AI · The customer follows the project from their own portal. 18:00 Close ### The report is ready tomorrow morning. Today's closed tasks, the files put on the card and the interim report you sent are on record. The contract's start and end dates sit on the contract card. X AI gives an end-of-day summary; the morning report puts overdue and risky work in front of you again. You write nobody a separate status email. ![The office at dusk: a tidy desk and the manager walking to the door, city lights behind] Why it is possible ## Project, task, file on one record. Projects get scattered by tools: tasks in a job tracking spreadsheet, files in a shared folder, the contract in accounting, the customer's question on the phone. In Corex360 the project opens from the customer card; tasks, files, quotes and the contract sit in the tabs of the same record. Task management shows overdue and at-risk work, X AI follows rule-bound work, and the customer follows the project from their own portal. Project Task Due date Approval Files Corex Drive Customer Contract Quote Customer portal Rule Morning report ![Corex360] intelligence Rule ## How is a project watched through rules? [Corex360's assistant X AI](https://www.corex360.com/en/x-ai) follows rule-bound work; when a rule breaks it opens a task and assigns an owner. The delivery, file and approval rules are written once; they stay when the team changes. For example, if a delivery date is near and the task is still open, a task goes to the owner and the matter enters the morning report; if a task sent for approval is not approved, the approver gets a reminder. **Delivery approaching** - What happened Due date near - What is missing Task still open - Follow-up Task to owner + morning report **Missing file** - What happened Task closed - What is missing No file added to the card - Follow-up Reminder + task **Waiting for approval** - What happened Task sent for approval - What is missing Not approved yet - Follow-up Reminder to the approver We thought in your place ## If we ran the project, what would we want? The list holds sentences you know from any project desk; opposite each is what Corex360 does today. Not rebuilding the project in a separate program, not learning about late work in a meeting, knowing who does what by when, not hunting for the latest drawing, and contract dates that do not slip past are among them. ![A grey folder, a phone, a rolled drawing and coffee on a sunlit desk] - I would want ### I should not set the project up again in separate software. **Corex360** The project opens from the Projects tab of the customer card; meetings, quotes and the contract sit on the same card. - I would want ### I should not learn about delays in a meeting. **Corex360** Task management counts overdue tasks and warns on work at risk; the morning report puts open work in one summary. - I would want ### Who does what by when should be clear. **Corex360** Every task has an owner and a due date; when a task needing approval is approved, who and when go on record. - I would want ### I should not hunt for the latest drawing. **Corex360** Files sit in the Files tab of the customer card, in Corex Drive, tied to the record; who can see them depends on permission. - I would want ### The customer should not phone for the status every day. **Corex360** A customer company gets a portal; it sees its project, quotes and conversations there and receives interim reports. - I would want ### Contract dates should not slip past. **Corex360** The contract card holds the type, amount, start and end date; the contract sits in the Contracts tab of the same customer card. ## See it on your own project. We build the demo with your project, your task list and your customer card. In the call you watch the project open from the customer card, an overdue task land in the morning report, and what the customer sees in their panel, using an example from your own project. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly. [Request a demo](https://www.corex360.com/en/contact?konu=project#form)[WhatsApp](https://wa.me/905321323288)[+90 532 132 32 88](tel:+905321323288) Corex360 modules ## Which modules work at the project desk? The modules at the project desk are parts of the same core; each card shows the hour of the day it steps in. The project opens in the Projects tab of the customer card, and task management counts open, overdue and completed work and warns about risk. Corex Drive ties drawings and documents to the record, the customer follows the project from their own panel, and the morning report gives delays and pending approvals in one summary. Morning report Delays and pending approvals in one summary. 08:00Projects The Projects tab on the customer card. 09:30Task management Open, overdue, done; risk warnings. 11:00Corex Drive Drawings and documents tied to the record. 13:30Customer portal The customer follows the project. 15:30CRM Quote and contract on the same card. 18:00X AI Opens a task when a rule breaks. 18:00Corex360 Security Role-based access, logged approvals. 18:00 FAQ ## What project managers ask. The questions a project manager researches when looking for software, and Corex360's answers. ** 01 How does a project manager use Corex360? ** The project opens from the Projects tab of the customer card; tasks, files and meetings sit in the tabs of the same card. Task management counts open, overdue and completed tasks and warns on tasks at risk. The general idea of project software is covered in [what project management software is](https://www.corex360.com/en/blog/what-is-project-management-software). ** 03 Can the customer see the project's status? ** Yes. A customer company gets a customer portal where it sees its project, quotes and conversations. Interim reports go to the customer, who follows the project's status on the web. ** 05 Who notices overdue work? ** Task management warns on tasks at risk. X AI follows rule-bound work; when a rule breaks it opens a task and assigns an owner. The morning report puts open and overdue work in one summary; it shows in the iOS and Android app and in the browser. ** 07 Does every team member see every project? ** No. Access is role-based; each user sees only the records within their role. Permission changes need manager approval and are logged. ** 02 How are task owners and dates tracked? ** Every task has an owner and a due date. A task can wait for approval and gets an automatic code; the approval is logged with who and when. Overdue tasks are counted separately on the list. ** 04 Where are project files kept? ** In Corex360 a file sits inside the record it belongs to, in Corex Drive; the customer card has Files and Drive tabs. Files are encrypted and permission-bound, and every view and download is recorded. The general logic of document order is in [what a document management system is](https://www.corex360.com/en/blog/what-is-document-management). ** 06 Do the contract and progress billing sit with the project? ** The contract sits in the Contracts tab of the same customer card; the contract card shows the type, amount, start and end date and who created it. Progress billing runs with the contract too. For work with building sites this flow is covered in [quotes and progress billing in construction](https://www.corex360.com/en/blog/crm-for-construction). ** 08 Can we bring over our current project list? ** Existing customer and contact records are moved together at setup; which project records move and how is settled in the demo. The steps of a switch are collected in [CRM (customer relationship management) switch checklist](https://www.corex360.com/en/blog/crm-migration-checklist). ## Read more on this - [what project management software is](https://www.corex360.com/en/blog/what-is-project-management-software) - [what a document management system is](https://www.corex360.com/en/blog/what-is-document-management) - [quotes and progress billing in construction](https://www.corex360.com/en/blog/crm-for-construction) - [CRM (customer relationship management) switch checklist](https://www.corex360.com/en/blog/crm-migration-checklist) - [How to choose project management software: deciding by the kind of work](https://www.corex360.com/en/blog/how-to-choose-project-management-software) - [Are task tracking and project management the same thing: where the difference begins](https://www.corex360.com/en/blog/task-tracking-vs-project-management) - [Corex360 modules: what each module does](https://www.corex360.com/en/modules) - [Who builds Corex360](https://www.corex360.com/en/about) Related articles ## Keep reading. [Back to the blog](https://www.corex360.com/en/blog) [Projects Are task tracking and project management the same thing: where the difference begins Task tracking is the practice of following the owner, date, and status of individual jobs; project management puts those jobs in order for one delivery and shows how one delay moves the rest. The difference appears where jobs start waiting on each other. Date 25 September 2026 Read the article](https://www.corex360.com/en/blog/task-tracking-vs-project-management)[Projects How to choose project management software: deciding by the kind of work Choosing project management software is a decision made by the kind of work, because an agency, a building site, and a software team do not get the same job done in the same tool. Criteria, a demo test, a switch plan, and the limits. Date 25 September 2026 Read the article](https://www.corex360.com/en/blog/how-to-choose-project-management-software)[Industry CRM for construction companies: quotes, sites, and interim payments on one record A CRM for a construction company is a system that keeps the trail of a job on one record, from survey to quote and from contract to site and interim payments. Where the trail breaks when a survey note never reaches the site. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/crm-for-construction)[Industry How to set up quote and project tracking in an architecture practice Quote and project tracking in an architecture practice is the practice of keeping scope, stages, revisions, and files on one job record. In a small practice this order is often the principal's memory; it can move onto the record, from zoning data to the delivered project. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/architecture-practice-tracking)[Projects What is project management software: opening the project when the quote is accepted Project management software is a tool that keeps steps, owners, and delivery dates in one place. Why work breaks on the day a quote is accepted, and how the project should open. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-project-management-software)[Industry How pool and spa companies track after-sales service Pool and spa service tracking is the work of keeping a handed-over pool's pump, filter, warranty, maintenance plan, and every service visit on one record, so the years after handover stop being guesswork. The real relationship with the customer starts with the first maintenance call. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/pool-spa-service-tracking) Other solutions ## Which desk is yours? Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: [customer tracking](https://www.corex360.com/en/blog/customer-tracking), quote tracking, leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core. [Manager One list in the morning, one screen all day. Corex360 for the manager: pending approvals, risks, team pulse and field status in one briefing every morning. Read the story](https://www.corex360.com/en/solutions/managers)[Sales team Every conversation on the card, every quote followed. Corex360 for the sales team: WhatsApp, Instagram, email and calls on the same customer card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, all on one card. Read the story](https://www.corex360.com/en/solutions/sales-teams)[Field and operations The field is on the road, the record is at the centre. Corex360 for field and operations: vehicle tracking, projects and the customer record on the same core. Read the story](https://www.corex360.com/en/solutions/field-operations)[Accounting and HR Leave, attendance, on one record. Corex360 for accounting and HR: clock-ins land on the staff card; leave, advance and overtime requests run through an approval flow, and the approval is logged. Read the story](https://www.corex360.com/en/solutions/accounting-hr)[Unify channels Three channels, one card, one person. The same customer writes on Instagram in the morning, sends a photo on WhatsApp at noon, calls the office line in the evening. Read the story](https://www.corex360.com/en/solutions/unify-channels)[Hand it to the assistant X AI does the follow-up, you make the decision. X AI is the artificial-intelligence assistant inside Corex360. Read the story](https://www.corex360.com/en/solutions/hand-it-to-the-assistant)[Measure the team fairly The score comes from the work, the effort becomes visible. If the one who arrives early but does not finish and the one who arrives late but closes the job sit in the same table, the measure is wrong. Read the story](https://www.corex360.com/en/solutions/measure-the-team-fairly)