# IT Project Management Software > Shared kanban boards for migrations, rollouts and onboardings - with the client invited in, and internal-only tasks filtered on the server. **URL:** https://cubemsp.co.uk/software/it-project-management-software Project work is where managed service providers earn their reputation and lose their margin. A migration runs alongside the day job, updates to the client happen over email or not at all, and the moment somebody asks "where are we with this?" the answer takes half an hour to assemble. CubeMSP puts projects on kanban boards attached to the client record, with columns, categories, assignees, dependencies and time booked against tasks. Boards can be shared with the client, so they see live progress rather than a weekly summary, and internal-only tasks and comments are filtered on the server, so your engineers keep the conversation they need to have with each other. ## Details - **Solution:** IT Project Management Software - **Group:** Client & commercial - **Platform:** CubeMSP (https://cubemsp.co.uk/platform) - **Coverage:** Nationwide, implemented on site - **Also known as:** IT project software, MSP project management, Migration project software, Client project boards, IT rollout management software, Onboarding project software ## What is included - **Boards that match the work:** Columns, categories, swimlanes and work-in-progress limits defined per board, so a Microsoft 365 migration and a client onboarding do not have to share a shape. - **Clients invited in, at no per-seat charge:** Client users see the board, the progress and the tasks that concern them. Invite the whole steering group if you want to - there is no per-user portal charge. - **Internal-only, enforced on the server:** Tasks and comments marked internal never leave the API for a client session. Visibility is a property of the record, not a rule in the interface that one bad query undoes. - **Dependencies and sequencing:** The tasks that block other tasks marked as such, so the thing everything is waiting on is visible rather than being remembered by the project lead. - **Time against the task:** Project time booked where it was spent, so the difference between the quoted project and the delivered one is a figure you can look at before you quote the next one. - **Templates for work you do repeatedly:** Onboardings, migrations and refreshes as reusable board templates. The twentieth onboarding starts from the nineteen before it rather than from a blank board. ## Real-world use cases ### A migration reported over email **Scenario:** A ninety-user mail migration ran for eleven weeks. The client received a status email most Fridays, written by the project lead from memory, and asked for an interim update roughly twice a week in between. **Outcome:** The client is on the board. The Friday email stopped being necessary, the interim requests stopped almost entirely, and the project lead got several hours a week back. ### The same onboarding rebuilt every time **Scenario:** Client onboarding was a well-understood process that existed as a checklist in a document, copied into a new task list each time. Steps were occasionally missed, and the checklist and the reality had diverged over two years. **Outcome:** Onboarding is a board template. Improvements go back into the template rather than into one person’s copy, and the missed steps stopped being missed. ### Project work quoted on a hunch **Scenario:** Fixed-price projects were quoted from experience. Some made good money and some did not, and because project time was never recorded separately from support time, nobody could say which had been which. **Outcome:** Time is booked against project tasks. After two quarters the firm could see which project types were consistently underquoted, and adjusted two of them. ## Figures - **£0** Charge per client user on a board - **Server-side** Internal task and comment visibility - **Templated** Onboardings and migrations, reused not rebuilt ## Frequently asked questions **Do clients pay to access a board?** No. Client users are not charged for. Charging per client seat is how portals end up with nobody in them, and a portal nobody logs into is worse than no portal because it creates the impression of transparency without delivering it. **How certain can we be that internal tasks stay internal?** Visibility is enforced in the API, before data is serialised. A client session cannot receive an internal task or comment even if the interface asks for one, and there is an automated test on every route asserting exactly that. **Is this a replacement for a full project tool?** For MSP delivery work - migrations, rollouts, onboardings, refreshes - yes. If you run formal critical-path programme management with resource levelling and earned-value reporting, it is not, and we would rather tell you that now. **Can support tickets become project tasks?** Yes, and the link is kept in both directions. An incident that turns out to be a piece of project work can be attached to the board without being retyped or duplicated. **Can boards be used for internal work too?** Yes. Internal boards with no client attached work exactly the same way - most providers end up with a few for their own infrastructure and improvement work. ## Related solutions - **MSP Software** - One system for clients, services, renewals, incidents, projects and reviews - built in the UK by a managed service provider. https://cubemsp.co.uk/software/msp-software - **Client Reporting Software** - Branded quarterly and annual service reviews assembled from the period’s real data - every figure computed, then narrated, never estimated. https://cubemsp.co.uk/software/client-reporting-software - **PSA Software** - Professional services automation for MSPs - clients, contracts, tickets, time, projects and billing data on one model. https://cubemsp.co.uk/software/psa-software - **Service Desk Software** - A real queue instead of a shared mailbox - incidents logged against the client, site and service they affect, with priority, ownership and time. https://cubemsp.co.uk/software/service-desk-software ## Contact - **Product:** CubeMSP - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubemsp.co.uk - **Sales:** sales@cubemsp.co.uk - **Support:** support@cubemsp.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)