For small business
A small business doesn't have a project management team — it has an owner and a handful of people covering sales, operations, marketing and whatever else comes up that week. IterDone gives every part of the business its own obvious place without an admin role to configure it, brings back the recurring paperwork on its own, and stays out of the way of the actual work, because there's nobody around to babysit the tool.
How it actually plays out
Six workflows a small business runs every week, mapped onto what the product does today.
Sales, Operations, Marketing and Admin each get their own space, so the person chasing invoices never has to scroll past the marketing calendar to find their list. It's the same three-level structure — spaces, folders, lists — a much larger team would use, sized down to what a five-person company actually needs.
Payroll, filings, invoicing and the monthly close reappear on their own as recurring tasks, instead of living in the owner's head or a sticky note on a monitor. Set the schedule once at the start of the quarter — weekly, monthly, whatever the filing actually requires — and stop worrying about whether someone remembered, because the task reappears whether anyone remembered or not.
Every deadline and appointment across every space shows up in one calendar view, so nobody needs a separate scheduling tool just to see what the whole team has on this week. Drag a task to a new day when a client reschedules, and it's rescheduled everywhere it appears — the calendar, the list, and anyone who had it on their radar.
The vendor contact list, the opening checklist, the return policy, the wifi password nobody can ever find — nested doc pages hold the operating knowledge that used to live in someone's memory or a scattered set of shared-drive files, next to the tasks that reference it, so a new hire can look it up without interrupting someone else's afternoon.
There's no admin certification, no implementation project and no IT person to assign, because there usually isn't one. Import a CSV of whatever you're tracking today, invite the team, and everyone sees their work the same afternoon.
A bookkeeper who only needs the Finance list, or a contractor who only needs one project, comes in as a free guest scoped to exactly that — full access to what they're there for, and nothing else, with no seat to buy for someone who works four hours a month.
Getting the business live
No consultant, no onboarding call — bring over what you're tracking today and start using it.
Upload a CSV from whatever you're on now — names, statuses, priorities, assignees and due dates come with it. About two minutes.
They log in and see their work. There's nothing to teach them, because there's nothing hidden.
Adjust statuses, add the two custom fields you actually need, and get on with the work.
Common questions
No. There's no admin certification and no dedicated configuration role — spaces, folders and lists are set up the same way any team member would set them up, and a saved view or template covers the setup you'd otherwise repeat by hand.
Yes. Export your spreadsheet as a CSV and import it — names, statuses, priorities, assignees and due dates come across in one pass, usually in a couple of minutes.
The same spaces-folders-lists structure that suits a five-person team scales to an agency running thirty clients or an engineering team running sprints — you add spaces and fields as the business grows instead of migrating to a different tool.
Keep exploring
Import what you have, invite the team, and see everything in one place by this afternoon.