Project Management
Portfolios, programs, projects, charters, milestones, baselines, change requests, boards, sheets, and Gantt scheduling.
AI-Powered Work Operating System
The Operating System for Modern Work
WorkOS brings your teams, projects, processes, AI, automation, and business operations together in one intelligent workspace.
One platform. Everything your team needs to get work done.
On track12
At risk3
Open risks7
Network Upgrade ProgramOn track
ERP Rollout Wave 2At risk
Customer Portal MVPDelayed
Everything Your Organization Needs. In One Place.
WorkOS unifies delivery, people operations, revenue, knowledge, automation, and AI—modules that already live inside the product workspace.
Tasks & Work Items
Tasks with priorities, dependencies, subtasks, checklists, watchers, and Jira-style work items with JQL search.
Team Collaboration
Channels, messages, meetings, announcements, whiteboards, comments, and in-app notifications keep teams aligned.
AI Agents & Planner
Specialized agents, AI project planner, prompt pipelines, and a copilot that proposes changes with human approval.
Automation & Workflows
Automation rules on status changes, plus a workflow hub with builder, approvals, SLAs, and escalation.
CRM Suite
Leads, contacts, accounts, opportunities, pipeline, proposals, contracts, and customer success in one workspace.
HR & Workforce
Core HR, recruitment, onboarding, attendance, leave, payroll, performance, LMS, skills, and workforce planning.
Analytics & Reports
Executive dashboard, KPIs, portfolio performance, agile velocity, finance earned value, and multi-module reports.
One Platform. Every Part of Work.
Most organizations run projects, HR, CRM, finance, documents, and automation in disconnected tools. WorkOS connects them so people, plans, and decisions share the same operating system.
PeopleProjectsTasksProcessesAIAutomationAnalyticsDecisions
Built for How Modern Teams Actually Work
Major WorkOS modules—presented as they exist in the application today.
Project & Portfolio Delivery
Plan and govern delivery from portfolio health down to task-level execution—with baselines, change control, and multi-view boards.
- Portfolios, programs, and nested projects
- Charter, scope, objectives, and deliverables
- Milestones, baselines, and change requests
- Kanban, task sheet, Gantt, and project calendar
- Cross-project dependencies and resource views
Charter · Scope · ObjectivesManaged
Milestones8 / 12
Change requests2 open
Baseline vs actual+3d
BoardKanban
ScheduleGantt
BulkSheet
Agile & Work Management
Run sprints, backlogs, releases, and roadmaps with work-item structure familiar to software and delivery teams.
- Sprints, backlog ranking, and estimation
- Work items with issue keys and hierarchy
- JQL search, filters, and gadgets
- Releases, versions, and roadmap timeline
- Jira import jobs and cross-board views
PROJ-184API contract reviewHigh
PROJ-191QA regression suiteMed
PROJ-203Stakeholder demo prepHigh
PROJ-210Risk mitigation planLow
Organization & Resources
Model your organization, manage users and roles, plan capacity, track time, and staff projects with skills and forecasts.
- Organization structure, people, and skills
- Users, roles, invites, and external access
- Resource capacity, allocations, and forecasting
- Timesheets, stopwatch, and attendance import
- Team-level permission allow/deny controls
On track12
At risk3
Open risks7
Network Upgrade ProgramOn track
ERP Rollout Wave 2At risk
Customer Portal MVPDelayed
Risks, Issues & Finance
Govern delivery and commercial health with risk registers, issue corrective actions, procurement, and project finance.
- Risk matrix, categories, alerts, and AI assist
- Issue register with corrective actions
- Budgets, expenses, revenue, and earned value
- Procurement hub linked to operational work
- Documents with project file storage
Budget used68%
Velocity34 pts
Portfolio KPIA−
Project status reportReady
AI summaryGenerated
AI That Works With Your Team
WorkOS is AI-native: specialized agents, an AI project planner, prompt pipelines, and a copilot that keeps humans in control of write actions.
YouWhat projects are currently behind schedule?
WorkOS · Executive AgentBased on portfolio health and schedule signals, here is a summary the executive agent is designed to surface—owners, risk exposure, and follow-up paths for delayed initiatives.
ERP Rollout Wave 2At risk · PM
Customer Portal MVPDelayed · +8d
Recommended next stepRisk + schedule agents
Ask WorkOS anything about your work—agents cover strategy, planning, risk, finance, resources, QA, meetings, and documentation.
- Multi-agent chat with specialized personas
- AI Planner that generates and applies project structures (WBS, milestones, tasks, sprints, BRD/SRS, and more)
- Prompt Studio pipelines for project, timeline, sprint, proposal, MoM, risk register, and budget outputs
- Copilot tools that can propose creating tasks—with human approval for writes
- RAG-assisted knowledge chat and knowledge search
- Cross-module AI helpers across CRM, HR, finance, risks, Gantt delay prediction, and resources
Executive Agent
Portfolio strategy, KPIs, and executive summaries
Project Manager
Planning, status updates, and delivery coordination
Business Analyst
Requirements, BRDs, and stakeholder analysis
Scheduler
Timelines, milestones, and critical path
Resource Agent
Capacity planning and team allocation
Risk Agent
Risk identification, scoring, and mitigation
Finance Agent
Budgets, forecasts, and variance analysis
QA Agent
Quality checks and testing guidance
Meeting Agent
Meeting notes and action extraction
Documentation Agent
Docs, summaries, and structured write-ups
Automate the Work Behind the Work
Replace manual follow-ups with automation rules and governed workflows—approvals, SLAs, and escalations included.
Trigger
e.g. work item status changed
Condition
Match project, type, or status rule
Action
Notify assignees, watchers, or channels
Approval
Workflow hub approvals and gates
SLA
Track service levels and escalation
Completion
Audit run history and outcomes
When status → DoneNotify watchers
Approval gatePending
SLA breachEscalate
Rule run history248 runs
Keep Everyone Moving in the Same Direction
WorkOS connects people to the work they own—across channels, meetings, comments, documents, and notifications.
- Collaboration channels and messages
- Meetings, announcements, and whiteboards
- Task comments, watchers, and assignments
- In-app notification hub
- Documents and knowledge (lessons, SOPs, wiki)
- Activity-aware executive dashboard
# delivery-weeklyChannel
Sprint review meetingToday 3:00
Announcement · Policy updateNew
Whiteboard · Journey mapOpen
Notification hub12 unread
Turn Plans Into Execution
From portfolio strategy to the critical path—WorkOS gives project teams planning depth and day-to-day execution in the same place.
- Project planning with charter, scope, and objectives
- Tasks, priorities, status, deadlines, and finish-to-start dependencies
- Kanban board, bulk task sheet, advanced Gantt with auto-schedule
- Milestones, baselines, progress, and health scores
- Resource workload and time tracking
- Agile sprints and team velocity views
PROJ-184API contract reviewHigh
PROJ-191QA regression suiteMed
PROJ-203Stakeholder demo prepHigh
PROJ-210Risk mitigation planLow
Run More Than Projects. Run Your Business.
People, customers, delivery, operations, and finance share one platform—so operational teams stop stitching tools together by hand.
CRM
- Leads & scoring
- Contacts & accounts
- Opportunities & pipeline
- Proposals & contracts
- Activities, email, calls, WhatsApp records
- Customer success & marketing
HR
- Employees & org chart
- Recruitment ATS
- Onboarding workflows
- Attendance & leave
- Payroll runs & payslips
- Performance, LMS, skills, workforce
Finance & Ops
- Budgets & expenses
- Earned value
- Revenue & profitability
- Procurement hub
- Risks & issues
- Knowledge & documents
People → Customers → Projects → Operations → Finance → Reporting
Turn Work Into Actionable Insights
See delivery health and business performance without exporting spreadsheets for every status meeting.
- Executive dashboard — project health, budget, risks, open items, activity
- Report modules — project status, resources, budget, risks, KPIs, portfolio, executive
- Power BI dataset export (enterprise plan feature)
- AI report generator and AI summary modules
- Agile velocity, burndown, and burnup charts
- Portfolio performance, timeline, and investment views
- Finance overview with planned vs actual cost and revenue
Budget used68%
Velocity34 pts
Portfolio KPIA−
Project status reportReady
AI summaryGenerated
Works With the Tools You Already Use
Integration providers catalogued in WorkOS—configured through the integrations hub with connection schemas and webhooks.
Communication
Microsoft TeamsSlackWhatsApp BusinessZoomTwilio
Productivity
Microsoft 365Google WorkspaceCalendlyDropboxDocuSign
CRM
SalesforceHubSpotMailchimpZendesk
Finance
QuickBooksStripeSAPOracle
Work
JiraServiceNown8n
Development
GitHubGitLab
AI
OpenAI
Analytics
Power BI
Maps
ArcGIS OnlineMapboxGoogle Maps Platform
WorkOS ships an integration hub with provider catalogs, connection configuration, webhooks, and live Google Calendar OAuth sync. Additional providers are available as connectable templates—depth of runtime sync varies by connector.
One Workspace for Every Function
Use cases mapped to modules that ship in WorkOS today.
Leadership & PMO
Executive dashboards, portfolio health, risk exposure, and AI executive agents for cross-initiative visibility.
Project Teams
Plan projects, run boards and Gantt, track milestones, collaborate in channels, and ship with agile tooling.
Operations
Standardize workflows with the workflow hub, automation rules, SLAs, escalations, and procurement processes.
HR & People Ops
Hire, onboard, manage leave and payroll, run performance and learning—connected to the same organization graph.
Sales & Customer Teams
Manage leads through pipeline, proposals, contracts, and customer success inside the CRM suite.
IT & Delivery
Work items, JQL, releases, automation, integrations (including Jira import), and cross-board operations.
Built for Organizations That Need to Scale
Enterprise controls that exist in the platform—without claiming certifications we have not verified here.
Multi-tenant organizations
Register creates user + organization tenant with tenant switching via secure context headers.
Role-based access
Owner, admin, PM, member, viewer, plus client, vendor, and consultant external roles.
Permissions & teams
Permission slugs, overrides, team allow/deny, project permission matrix, and security levels.
Authentication
Email/password JWT sessions, Google and Microsoft OAuth, password management, and SSO provider configuration UI.
Audit & governance
Append-only audit logs for mutations and activity visibility in user administration.
Plans & feature flags
Free, Pro, and Enterprise plans with seat/project limits and feature gates for CRM, HR, reports, and AI.
How WorkOS Works
From organization setup to continuous improvement—aligned to the real app flow.
01
Set Up
Create your organization, invite users, define roles, structure departments, and complete onboarding.
02
Bring Work Together
Centralize portfolios, projects, tasks, CRM, HR, documents, knowledge, and calendars in one workspace.
03
Automate & Accelerate
Use automation rules, workflow approvals, specialized AI agents, and the AI planner to cut repetitive work.
04
Measure & Improve
Track delivery and business health with executive dashboards, reports, KPIs, and finance insights.
Experience the WorkOS Product
Interactive product tour of the primary surfaces inside the application.
On track12
At risk3
Open risks7
Network Upgrade ProgramOn track
ERP Rollout Wave 2At risk
Customer Portal MVPDelayed
Trusted by Teams Running Real Work
Customer stories will appear here as verified logos and testimonials are published.
Customer proof coming soon
We do not display invented logos, quotes, or usage statistics. Visit the Help Center for product guides on the modules you can explore today.
Plans That Match How You Scale
Pricing from the WorkOS billing plans shipped in-product (USD, billed monthly). Stripe checkout is available when configured.
Free
Start with core project management.
$0 / month
Up to 5 seats · Up to 3 projects · 2 GB storage
- Core project management
- AI copilot
- Tasks, boards, and collaboration basics
Pro
Full Work OS for growing teams.
$49 / month
Up to 50 seats · Unlimited projects · 100 GB storage
- Unlimited projects
- CRM suite
- HR suite
- Reports
- AI copilot + AI agents
- 14-day trial available
Enterprise
Unlimited scale with SSO, Power BI, and priority support.
$149 / month
Unlimited seats · Unlimited projects · 1 TB storage
- Everything in Pro
- SSO
- Power BI export
- Priority support
- Full feature set
- 14-day trial available
Ready to Transform the Way Your Team Works?
Bring your people, projects, processes, AI, and operations together with WorkOS.
Frequently Asked Questions
Answers grounded in the modules and capabilities implemented in WorkOS.
What is WorkOS?
WorkOS is an AI-powered work operating system that unifies projects, tasks, people, collaboration, CRM, HR, finance, knowledge, automation, analytics, and AI agents in one multi-tenant workspace.
Who is WorkOS designed for?
It is built for organizations that need delivery and business operations together—PMO and project teams, operations, HR, sales, IT/delivery, and leadership that wants portfolio-level visibility.
What can I manage with WorkOS?
You can manage portfolios and projects, tasks and agile work items, resources and time, risks and issues, documents and knowledge, CRM pipelines, full HR suites, finance and procurement, calendars, notifications, workflows, and integrations.
Does WorkOS include AI?
Yes. WorkOS includes multi-agent chat (executive, PM, BA, scheduler, resource, risk, finance, QA, meeting, documentation), an AI project planner that can apply generated structures, Prompt Studio pipelines, a human-approved copilot, knowledge/RAG chat, and module-specific AI assistants.
Can WorkOS automate workflows?
Yes. Built-in automation rules respond to events such as status changes (for example notifying assignees and watchers). The workflow hub supports builders, approvals, SLAs, and escalations. n8n appears as a connectable automation integration in the catalog.
Can WorkOS integrate with existing tools?
WorkOS provides an integration hub with providers across communication, productivity, CRM, finance, development, AI, and analytics—including Microsoft 365, Google Workspace, Slack, Jira, GitHub, Salesforce, HubSpot, Stripe, OpenAI, Power BI, n8n, and more. Live OAuth sync is implemented for Google Calendar; other providers use configurable connection schemas.
Does WorkOS support multiple teams and departments?
Yes. Multi-tenant organizations support memberships, roles, organization structure, team permissions, and modules spanning HR departments, project teams, sales CRM, and cross-functional collaboration spaces.
Is WorkOS suitable for enterprise organizations?
Yes. Enterprise capabilities include multi-tenancy, RBAC with external roles, audit logs, SSO configuration UI, OAuth, project security levels, feature-gated plans (including Enterprise with SSO and Power BI), and billing via Stripe when configured.
One Operating System. Endless Possibilities.
Stop managing work across disconnected tools. Bring your organization together with WorkOS.