The whole reporting loop
A plan you can grab. The story around it, already organised.
Keel connects delivery work to the updates, decisions, documents and client reporting it produces. You stay in control of the plan and every word that leaves it.
Request early accessFinish-to-start dependencies · one-step undo
A timeline you can grab.
Move and resize phases, run work in parallel and let finish-to-start dependencies carry the impact downstream. Every change is undoable.
Proposed from the design meeting
Updates in, register out.
Bring in notes, transcripts and email. Keel proposes risks, issues, actions, decisions and plan changes. Nothing changes until you accept it.
Maya Chen
Personal private link
2 assigned phases
Your work this week
Approve accessibility copy
Confirm test accounts
Still on it · add a note
Contributors without logins.
Personal links show each person their work. Their updates and every change are attributed; clients get audience-safe views.
Less reconstruction. More delivery.
Project sources
Weekly report
Design meeting
Decisions
Ask Keel
What is holding up launch?
Content approval is the main constraint. UAT remains on course for 18 November.
2 sources
Ask Keel. Get the source, not a guess.
Ask questions about the plan, people, decisions or delivery history. Answers cite the project sources behind them.
Summary
People
Plan
Decisions
Project brief
Harbour Health is replacing its legacy patient intake with one accessible portal.
Objective: fewer incomplete referrals and a single view of approval status.
Confirmed project description · 14 sources
A brief that stays current.
The living project brief and plain-English description keep scope, objectives, benefits, people and decisions readable as the project moves.
Why later? Content approval +4 days · planned leave +2 days
See the likely finish, not just the plan.
Compare the likely-finish range with the baseline. “Why later?” separates overruns, pace, absences and shutdowns. Switch Plan / Forecast, then re-baseline explicitly.
WEEKLY REPORT
Patient portal rollout
Harbour Health
On track
On track
On track
UAT preparation is complete. Content approval is next.
Gantt
Friday’s report, already assembled.
Suggested RAG, team check-ins, client and internal versions, and a polished PDF with the real Gantt chart — reviewed and sent from Keel.
PDD
HLD
UAT plan
Go-live
UAT plan · draft
Scenario 04 · incomplete referral
Expected: the portal explains which fields are missing.
[Needs input: who approves clinical content?]
Delivery documents without the blank page.
Draft PDDs, HLDs, UAT plans, go-live checklists and more from what the project knows into your own Word templates. Missing facts become visible gaps, never inventions.
Relevant inbox
UAT walkthrough
Meeting · KithCRM
Re: content approval
Email · KithCRM
Weekly delivery call
Meeting · KithCRM
Consent and relevance
Only linked project threads are offered. You choose what to import.
Transcripts stay internal.
Relevant meetings and email, with consent.
Bring relevant threads and meetings in from your CRM — KithCRM today — with consent on both sides. You choose what enters the project; transcripts stay internal.
Effort vs progress
WorkflowMax · via KithCRM186:30
Recorded
240:00
Estimated
68%
Progress
Hours next to actual progress.
See timesheet hours against delivery progress, including burn-up and unattributed time. WorkflowMax is supported today via KithCRM.
Your data stays yours.
Sydney hosting, per-organisation access controls, personal contributor links and audience-safe client reporting. AI is logged, capped and never trains models on your content.
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