The blog of Tasskee
Project management, customer service and using AI at work. Practical articles, written by the people who build the tool — and useful even if you use a different one.
Kanban Beyond IT: How HR, Finance and Legal Organize Their Work on a Board
The Kanban board was born on the factory floor and became famous in software, but it pays off even more in areas that live on demand: HR, finance, legal and purchasing. Examples of columns, limits and rules for each.
Read Project ManagementSoftware House: Sprints, Tickets and Billable Hours in One Place
Custom software developers live three routines at once: the project sprint, the ticket from a customer already in production and the hour that has to become an invoice. How to organize all three without three tools.
Read AI at WorkHow to Use ChatGPT and Claude to Plan Projects (and What Not to Delegate to AI)
AI can draft a project plan in seconds, but it doesn't know your team, your client or what went wrong last time. A prompt roadmap for planning better, and the points where the decision is still yours.
Read Project ManagementTime in Status: The Number That Shows Where Your Process Gets Stuck
A missed deadline is a symptom; the time a task sits idle at each stage is the cause. What time in status is, how to measure it without a spreadsheet and how to use the median to find the real bottleneck.
Read Project ManagementOKRs for Small Businesses: Ready-Made Examples by Department and How Not to Give Up in Month Two
OKRs aren't just for big companies. Examples of objectives and key results for sales, customer service, operations and marketing at a small company, and the minimum routine to keep them from dying in a drawer.
Read Project ManagementDelivery Acceptance Form: Why Ask for a Signature (and How to Do It Paperless)
Without a formal sign-off, delivery never ends: there is always one more tweak, and billing waits. What an acceptance form needs to include, when to ask for it and how to collect the client's signature on their phone, with proof.
Read Customer ServiceClient Portal: How to Give Clients Transparency Without Opening Up Your System
The client wants to know how the project is going; you don't want to send a screenshot every Friday or give access to everything. What to show in a client portal, what to hide and how it reduces chasing and rework.
Read Project ManagementWeekly Status Report: The Template Your Client Reads to the End
Nobody reads a long status report; one that is too short doesn't inform. The structure of a weekly status report in five blocks, with an example, and how to build it in minutes from what is already in your tasks.
Read Project ManagementLGPD (Brazil's Data Protection Law) and Project Management Tools: What to Ask the Vendor Before You Buy
Tasks, tickets and conversations carry personal data of customers and employees. The questions your company should ask any project management software vendor — from permissions to export — before signing.
Read ProductivityRecurring Tasks: How to Stop Recreating the Same Task Every Week
Monday report, month-end close, daily routine: a task that repeats is the first thing to automate. How to set up the right recurrence, with a checklist and an owner, and the mistake that makes the routine disappear.
Read ProductivityNo-Code Task Automation: 10 Rules Every Team Should Turn On Today
Notify the requester, chase the stalled task, set a deadline on the new ticket: ten simple automations that take manual work off the team, with the wording of each rule and what to check before turning it on.
Read Project ManagementProject Management for Architecture Firms: From Briefing to Construction
Preliminary study, schematic design, construction documents, city approval and site follow-up — with the client asking for revisions at every stage. How to organize the phases, the revisions and the hours of each project.
Read Project ManagementHow an Agency Organizes 20 Clients at Once Without Losing Its Mind
Each client with its own post calendar, its campaigns, its urgent WhatsApp requests and its billable hours. A structure of projects, workstreams and routines that scales from 5 to 20 clients.
Read Project ManagementClient Briefing: The Template and the Questions That Prevent Rework
Almost all rework starts with a shallow briefing. The questions you can't skip, how to lead the conversation and how to turn the answers into scope, deadlines and tasks.
Read Project ManagementBurndown Chart: How to Read It, What It Shows and When It Lies
A line sloping down to zero looks simple, but it fools anyone who can't read it. The most common burndown shapes, what each one says about the sprint, and the mistakes that make the chart look good while the team runs late.
Read Project ManagementEpic, User Story and Task: The Difference, with Examples from Inside and Outside IT
Three Scrum words that confuse even people who already use it. What each one is, how to break an epic into stories and tasks, and examples for software, marketing and operations.
Read Customer ServiceAI Agent on WhatsApp: What It Resolves on Its Own and When to Hand Off to a Person
A well-trained AI agent answers questions, collects information and opens the ticket in the middle of the night. Badly configured, it annoys the customer. What to delegate to AI, what not to and how to design the handoff to a human.
Read Customer ServiceIs a Free Ticketing System Worth It? What to Look at Before You Choose
To start organizing support, a free ticketing system does the job. The limits that show up later — SLA, channels, reports and what happens to a ticket when it becomes the team's work — and how to decide.
Read ProductivityHow to Bill by the Hour Without a Spreadsheet: Billable Hours in Practice
If you sell hours, you lose money in three places: hours not logged, hours with the wrong rate and hours forgotten at month-end close. A simple method to log, value and close the month, for the client and for people paid by the hour.
Read Project ManagementConstruction Schedule: How to Build One, from Budget to Handover, Without Missing the Deadline
Stages, dependencies, critical path and the surprise that always shows up. How to build the schedule for a construction or renovation job, track what slipped and tell the client before they ask.
Read Project ManagementRACI Matrix in Practice: A Complete Project Example, from Kickoff to Delivery
A company website project, line by line: who does the work, who approves, who is consulted and who just needs to know. And the signs that your team needs a RACI before the next project.
Read Project Management5W2H Examples: Six Ready-Made Action Plans for Sales, HR, Quality and More
5W2H only gets easy when you see a filled-in one. Six complete examples — sales, customer service, HR, quality, marketing and finance — to copy and adapt to your case.
Read Project ManagementClickUp, monday, Asana and Trello in Brazilian Reais: What They Really Cost for 5, 10 and 20 People
Price per user is only the start: currency, the minimum plan to get a schedule and reports, AI billed separately and the IOF tax. The math for teams of 5, 10 and 20 people, with the official October 2026 prices.
Read Project ManagementClickUp Alternatives: What to Look For Beyond the Price
Many Brazilian teams leave ClickUp for the same reasons: complexity, the dollar exchange rate and lack of local support. The criteria for choosing your next tool without repeating the problem, and the options worth a trial.
Read AI at WorkMCP: When AI Stops Chatting and Starts Working in Your Project
The bottleneck for AI in project management was never intelligence, it was access. Learn what MCP is, what it changes day to day for whoever manages a team and what precautions to take before connecting any tool.
Read ProductivityPersonal Management: Why Getting Organized Improves Teamwork
Whoever keeps their own list in their head pays in attention — and the bill lands on everyone's work. Why the personal list and the project list need to be separate, but live in the same place.
Read AI at WorkAI in Project Management: What Already Works and What Is Still a Promise
Where artificial intelligence really saves time on a project, where it gets in the way, and how to decide what is worth automating before buying yet another tool.
Read AI at WorkAI Credits or Your Own Key? The Math Nobody Shows You
Tools sell AI in credit packs with a markup built in. Using your own provider key changes the math — and this article shows the numbers and when each model pays off.
Read AI at WorkFrom Briefing to Plan: How to Turn a Document into Tasks with AI
The slowest path between an approved scope and a project underway is copy and paste. See how to use AI to break a document into tasks without losing track of what was created.
Read Project ManagementKanban or Gantt? The Answer Is Almost Always Both
One shows today's flow, the other shows the delivery date. Learn when each one helps, why choosing between them is a trap and how to use both without doing the work twice.
Read Project ManagementHow to Build a Project Schedule Your Team Will Actually Meet
Dependencies, milestones, critical path and float explained without jargon, with a seven-step roadmap to move off the spreadsheet and arrive at a date you can defend.
Read Customer ServiceSupport SLA in Practice: How to Set Deadlines You Can Actually Meet
First response, next response and resolution deadlines: what to measure, how to calibrate with history and why to pause the clock while waiting on the customer.
Read Customer ServiceWhatsApp Support Without the Chaos: From Conversation to Ticket
WhatsApp is where the customer already is, and also where customer service gets lost. A roadmap to organize channel, queue, handoff and history without making anyone switch apps.
Read Project ManagementOKRs That Don't Become a Dead Spreadsheet: Goals Tied to Real Work
Goals tend to die in the second month of the quarter. The problem isn't the definition, it's the distance between the objective and Wednesday's task — and that can be fixed.
Read Project ManagementSprints Beyond IT: Short Cycles in Marketing, Legal and Operations
A two-week cycle isn't just for programmers. How to adapt sprints, backlog and velocity for teams that have never written a line of code.
Read Project ManagementHow to Choose Project Management Software Without Regretting It in Six Months
An honest checklist: what to ask during the trial, which plan limits tend to hurt later, how to evaluate AI cost and why migration matters more than the feature list.
ReadReading is good; using it is better
Tasskee brings together projects, tasks, schedule, tickets, goals and WhatsApp customer service with AI. Try Pro for 15 days, no card required.