Give every project a place for context
Write the brief, capture decisions and keep project pages in the same workspace as the delivery plan.
Keep briefs, specs and delivery notes in the project. Give tasks and project decisions a shared source of context.
Write the brief, capture decisions and keep project pages in the same workspace as the delivery plan.
Use project documents with tasks and epics so the team can move between what needs to be built and why it matters.
Project documents hold working knowledge. Client agreements belong in engagements, where source references and a locked baseline support scope decisions.
Project documents capabilities
New team members read the brief instead of asking someone to repeat it.
Developers move from a task to the spec behind it in one click, and back again.
Working notes stay notes, and the signed agreement stays the baseline that scope is measured against.
Break projects into epics, plan sprints and sequence tasks on a timeline. Keep the brief beside the plan.
How it works
01
Find the documents that belong to the project your team is delivering.
02
Write a formatted brief, specification or delivery note inside the project.
03
Open a document’s detail view when the team needs its full explanation.
04
Keep documentation associated with its project rather than in a separate folder without delivery context.
Yes. Projects have document lists and detail pages with rich text editing.
Use client engagements for agreements you want to review as a baseline and measure delivery against.
Connect the request, the agreement and the delivery.
Plan projects with epics, sprints, estimates and Gantt timelines in Neevio. Connect delivery plans to task ownership and dependencies.
Explore project planning →Organize tasks, priorities, dependencies and project discussions in Neevio. Use list, board and timeline views to keep delivery moving.
Explore task management →Lock the SOW as a scope baseline, flag work outside it with Scope Guard and send priced change requests for client approval in Neevio.
Explore scope management →Review incoming project requests in Neevio. Accept, decline or mark duplicates before requests join your team’s planned work.
Explore intake →Give clients one Neevio portal for progress, files, messages, change approvals and invoices they can pay online. Email-link sign-in.
Explore client portal →Track task time, review weekly timesheets and connect billable hours to invoicing and project costs in Neevio.
Explore time tracking →Create GST invoices from tracked hours in Neevio, with UPI details, Razorpay payments, reminders and a Tally export, connected to the project.
Explore invoicing →See project revenue, the cost of logged hours, budgets and unbilled work in Neevio, and fix a losing project while it is still running.
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