Projects, boards, and timelines
Organize work with projects, boards, sprints, timelines, tasks, priorities, milestones, and deadlines in a shared workspace.
Theta PM
Theta PM is a project management and team collaboration workspace for organizing projects, tasks, documents, schedules, and team conversations in one place. It supports startups, agencies, product teams, distributed teams, and larger organizations with boards, timelines, dashboards, permissions, and automation.
Project management in a shared workspace
Theta PM is a project management workspace that brings projects, tasks, documents, calendars, dashboards, and team conversations into one environment. It is designed for teams that want to plan, assign, track, and deliver work without switching among separate project, document, and chat tools.
Teams can create projects, boards, sprints, timelines, and tasks; collaborate through chat and comments; and follow progress through dashboards and notifications. The product supports workflows ranging from sprint planning and product delivery to campaign coordination and multi-client agency work, with workspace isolation and role-based access for separate teams or clients.
Core project management features
Task planning and dashboards
Create, assign, prioritize, schedule, and track tasks, with dashboards that show progress and potential bottlenecks.
Documents and search
Keep specifications, notes, and plans alongside the projects they support, with search across projects, tasks, and documents.
Team collaboration
Use chat, comments, notifications, and shared updates to coordinate work as it happens rather than relying only on status meetings.
Automation and planning
Automate assignments, reminders, and status updates; plan capacity with sprints and, on higher plans, use advanced automation options.
Access control and security
Apply workspace isolation, role-based permissions, multi-factor authentication, OAuth 2.0 with PKCE, and encryption for data in transit and at rest.
Practical team workflows
Product planning and delivery
Define roadmap work, organize backlogs, prioritize features, schedule sprints, and track progress from planning through release.
Marketing campaigns
Coordinate campaigns and launches by combining briefs, tasks, deadlines, documents, and team discussion in one project workspace.
Agency and multi-client work
Keep client work separated with isolated workspaces, then manage multiple projects using boards, timelines, priorities, and dashboards.
Distributed team coordination
Use shared updates, chat, comments, notifications, and dashboards to maintain visibility when teammates work across time zones.
Enterprise coordination
Manage larger organizational workflows with role-based access, workspace isolation, audit trails, advanced permissions, and expanded plan capacity.
Pros and Cons
Pros
- Combines projects, tasks, documents, calendar, chat, and dashboards in one workspace.
- Supports multiple planning methods, including boards, sprints, timelines, and higher-tier Gantt scheduling with baselines.
- Includes collaboration and workflow automation features such as comments, notifications, assignments, reminders, and status updates.
- Provides documented workspace isolation, role-based permissions, encrypted data, MFA, OAuth 2.0 with PKCE, and a 99.9% uptime SLA.
Cons
- The source does not identify the names or details of supported integrations, so connection options should be confirmed before adoption.
- Advanced capabilities such as Gantt scheduling, time tracking, analytics, expanded automation, and higher storage limits vary by plan.
- The available product copy describes web-based sign-up and authentication but does not fully specify supported platforms or deployment options.
FAQ
How does a team get started with Theta PM?
Theta PM creates a workspace with boards, sprints, and an initial project after sign-up. Teams can then invite members using secure links, assign roles, and begin planning.
What workflows does Theta PM support?
Teams can organize work into projects, create and assign tasks, set priorities and deadlines, collaborate through chat and comments, and monitor progress with dashboards. Available planning views depend on the plan.
What can teams manage in Theta PM?
Theta PM combines projects, tasks, documents, calendar items, chat, dashboards, and notifications in a shared workspace. It also provides search across projects, tasks, and documents.
Is Theta PM suitable for different team sizes?
The Free plan supports up to 5 users, while paid plans provide higher user limits; Theta PM Plus supports unlimited users. Storage, automation, views, exports, analytics, permissions, and support vary by plan.
What security and reliability features are documented?
The source describes secure authentication, workspace isolation, role-based permissions, encrypted data in transit and at rest, and a 99.9% uptime SLA. It does not document every integration or platform detail.
Quick Facts
- Category
- Project management and team collaboration
- Primary users
- Startups, agencies, product teams, remote teams, growing businesses, and enterprises
- Core workspace
- Projects, tasks, documents, calendar, chat, dashboards, and notifications
- Planning methods
- Boards, sprints, timelines, and—on higher plans—Gantt scheduling with baselines
- Access model
- Web sign-up with email, GitHub, or Google authentication
- Service commitment
- 99.9% uptime SLA; all plans include SSL security
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