Migrate your Baton data
Client-facing project management platform with unlimited external users, task dependencies, and milestone tracking. Geared toward agencies and consultancies managing client deliverables at scale.
In its favor
Why people choose Baton
The signal that keeps Baton on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Unlimited internal and external users at all plan tiers means agencies can give clients portal access without billing surprises.
Task subtasks nested to any depth let portfolio managers break complex deliverables into granular checkboxes per deliverable or building.
Customizable client views let agencies surface only the milestones and tasks relevant to each client without exposing the full project backlog.
Automated reporting and revenue recognition insights appeal to implementation teams needing billable progress tracking.
Timeline, task dependencies, and milestone assignment give professional services teams a structured critical path without enterprise pricing.
Date filtering is limited to milestones only; teams needing to view all tasks due within a calendar range find the filter UX too restrictive.
Autosave lag has been reported by mid-market users; the platform addressed this in a post-release patch but some latency persists.
No publicly documented API or bulk export mechanism makes data portability a blocker for teams evaluating alternatives.
Smaller teams note the feature set is scoped for agencies and professional services, making it less suitable for internal-only project tracking.
Reasons to switch
Why people leave Baton
The recurring reasons buyers give for replacing Baton. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Baton fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Baton pricing overview
Baton uses transparent per-user-free pricing for its presentation product with a low pay-as-you-go entry point at $3 per session and an unlimited monthly tier at $9. Enterprise tiers require direct sales engagement for custom pricing and SSO-enabled deployments.
Pay as You Go
Tier 1 of 3
$3/presentation
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Baton's schedule — see our quote-based pricing →
What gets migrated
Baton object support
Object-by-object support for Baton migrations. Per-pair details surface during scoping.
Projects
Fully supportedProjects are the top-level container in Baton, holding all tasks, milestones, documents, and custom field configurations. We migrate Projects 1:1 with their name, description, start/due dates, and status.
Tasks
Fully supportedTasks live within Projects and carry properties like assignee, due date, status, and custom fields. Task ordering and completion status are preserved during migration.
Subtasks
Fully supportedSubtasks nest under Tasks to arbitrary depth. The G2 review confirms users rely on multi-level subtask breakdowns for complex portfolio deliverables. We preserve the full nesting hierarchy.
Milestones
Fully supportedMilestones group related tasks and carry their own start/due dates. Date filtering in Baton is milestone-oriented, making milestones a first-class planning object rather than a simple label.
Custom Fields
Mapping requiredBaton supports custom fields with types including free text, dropdown, date, and date-formula (auto-calculating days between two date pickers). Date-formula fields reference named date fields on Projects, Milestones, or Tasks. We map custom field definitions and values but note that date-formula auto-computation may not replicate in non-Baton destinations.
Task Dependencies
Mapping requiredBaton tracks task dependencies as a native feature. When migrating to destination tools, we map dependency relationships to the destination's native dependency model, which varies across platforms.
Documents and Attachments
Mapping requiredDocuments attach to Tasks and Projects. We migrate document metadata (filename, upload date, associated object) and flag that actual file blobs require attention during scoping since storage location and access credentials affect transfer method.
Client Views (Portals)
Mapping requiredBaton's client-facing portal is a permissioned view layer over Projects, not a separate data object. We migrate the underlying project data; the portal's shareable link and permission settings are flaggable as configuration rather than data.
Pipeline Stages (Status Workflows)
Mapping requiredTask and project status states define the workflow pipeline. Baton allows custom status labels. We map status values to destination pipeline stages and flag any custom statuses that require manual re-creation in the destination tool.
Assignees (Team Members)
Mapping requiredAssignees are users on Tasks and Subtasks. We map assignee IDs to the destination's user model. External collaborators and client-portal users may have different role semantics in the destination system.
| Object | Support | Notes |
|---|---|---|
| Projects | Fully supported | Projects are the top-level container in Baton, holding all tasks, milestones, documents, and custom field configurations. We migrate Projects 1:1 with their name, description, start/due dates, and status. |
| Tasks | Fully supported | Tasks live within Projects and carry properties like assignee, due date, status, and custom fields. Task ordering and completion status are preserved during migration. |
| Subtasks | Fully supported | Subtasks nest under Tasks to arbitrary depth. The G2 review confirms users rely on multi-level subtask breakdowns for complex portfolio deliverables. We preserve the full nesting hierarchy. |
| Milestones | Fully supported | Milestones group related tasks and carry their own start/due dates. Date filtering in Baton is milestone-oriented, making milestones a first-class planning object rather than a simple label. |
| Custom Fields | Mapping required | Baton supports custom fields with types including free text, dropdown, date, and date-formula (auto-calculating days between two date pickers). Date-formula fields reference named date fields on Projects, Milestones, or Tasks. We map custom field definitions and values but note that date-formula auto-computation may not replicate in non-Baton destinations. |
| Task Dependencies | Mapping required | Baton tracks task dependencies as a native feature. When migrating to destination tools, we map dependency relationships to the destination's native dependency model, which varies across platforms. |
| Documents and Attachments | Mapping required | Documents attach to Tasks and Projects. We migrate document metadata (filename, upload date, associated object) and flag that actual file blobs require attention during scoping since storage location and access credentials affect transfer method. |
| Client Views (Portals) | Mapping required | Baton's client-facing portal is a permissioned view layer over Projects, not a separate data object. We migrate the underlying project data; the portal's shareable link and permission settings are flaggable as configuration rather than data. |
| Pipeline Stages (Status Workflows) | Mapping required | Task and project status states define the workflow pipeline. Baton allows custom status labels. We map status values to destination pipeline stages and flag any custom statuses that require manual re-creation in the destination tool. |
| Assignees (Team Members) | Mapping required | Assignees are users on Tasks and Subtasks. We map assignee IDs to the destination's user model. External collaborators and client-portal users may have different role semantics in the destination system. |
Gotchas
What to watch for in Baton migrations
Issues we've hit on past Baton migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented public API for bulk data export
Date-formula custom fields auto-update and may not replicate
Autosave lag affecting task edit throughput
Client portal permissions are a view-layer setting, not a distinct object
| Severity | Issue |
|---|---|
| High | No documented public API for bulk data export |
| Medium | Date-formula custom fields auto-update and may not replicate |
| Low | Autosave lag affecting task edit throughput |
| Low | Client portal permissions are a view-layer setting, not a distinct object |
Leaving Baton?
Where Baton customers move next
5 destinations Baton can migrate to.
How a Baton migration works
Four steps, Baton-specific
Connect
Not publicly documented into Baton. Scopes limited to read-only on the data we move.
Map
We translate Baton-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Baton quirks before production.
Migrate
Full migration with Baton rate-limit handling. Rollback available throughout.
FAQ
Baton migration FAQ
Answers to the questions buyers ask most during Baton migration scoping. Not seeing yours? Book a call.
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