Lotis — Visual Project Workflow

Web App

Lotis — Visual Project Workflow

See your projects flow—from template to delivery.

The Client

For teams that run phased, role-based work—consulting, compliance, environmental programs, and professional services—where every step has an owner and a handoff.

  • Project managers design and refine workflows; leads customize projects from proven templates.
  • Contributors track and complete tasks in one modern workspace built for how work actually moves.
Lotis — Visual Project Workflow — client section
The Problem

Is your team still juggling complex projects across static lists that never show the full picture?

  • Hard to see what comes next when steps branch by role, phase, or decision.
  • Every new project means rebuilding the same checklist from scratch.
  • Long tables hide dependencies—handoffs between phases get missed.
  • Planners and doers work in different views; updates feel out of sync.
  • No shared picture of how work flows from plan to live delivery.
Lotis — Visual Project Workflow — problem section
Our Solution
  • Design master task flows once—admins build templates the whole organization inherits.
  • Start each project from a template, then tailor steps without losing structure.
  • Work in table or diagram view—same tasks, the format that fits the moment.
  • Drag, connect, and reorder on the canvas; changes stay aligned across views.
  • Run live projects on a clear map of multiple phases each contains their list
Visual flow diagram

Visual flow diagram

Steps appear as connected cards on a live canvas—not buried in spreadsheet rows. See dependencies, phase handoffs, and branches at a glance. Managers explain work faster; contributors know where they fit.

Reusable workflow templates
Preview

Reusable workflow templates

Admins define the standard way work should run—once. Those templates seed every new project with steps, order, and connections in place. Your business scales proven practices instead of rebuilding checklists each time.

Table and diagram, always in sync
Preview

Table and diagram, always in sync

Switch between a familiar table and a live flow diagram without losing context. Plan in the view you prefer—the other updates with the same data. Lists for daily tracking; the full map when you need the whole story.

Role-colored task cards
Preview

Role-colored task cards

Each step is color-coded by assignee role so ownership is obvious before anyone opens a detail panel. Teams see who does what at a busy glance—fewer mix-ups on projects where one wrong handoff costs days.

Click to edit, drag to reshape
Preview

Click to edit, drag to reshape

Click a card to edit assignments, timing, and conditions in a side panel—without leaving the flow. Drag to reshape, connect steps, undo mistakes, and save layouts. Shape the workflow; don't fight the tool.

Tech Stack
Built with cross-platform technologies for real-time monitoring, secure data handling, and scalable performance across web and desktop applications with multiple user roles and access levels.

Next.js · React · Tailwind · Radix UI

Fast, responsive pages and smooth navigation on any device—office desk or field.

React Flow · Dagre · Zustand

Drag-and-drop workflow maps stay clear and readable, with undo when plans shift.

Supabase · PostgreSQL · Prisma

Secure sign-in and dependable saves—project data stays protected and current.

TanStack Query · React Hook Form

Edits feel instant; tables and forms refresh without slow reloads or lost work.

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Ready to stop running it manually?

Tell us the process your team handles by hand every day. We’ll design the AI agent, web application, or dashboard that takes it off their plate — built around how your business actually operates.