Platform / Running the work
Projects for every release, campaign and client job
Every release, campaign, shoot or retainer is a project with tasks, owners and phases. Start one from a template, or from a deal, brief or booking, and it arrives already linked.
Discovery
Stakeholder interviewsChecklist · 5/5
Brand audit pageFolio
Design
MoodboardsCanvas · 3 boards
Logo directions v2Files · 12 assets
Client review callBooking · Thu 14:00
Delivery
Brand guidelines siteSites · draft
Final invoicePayments · $4,500
What you get
- Board, list and timeline views with saved lenses
- Phases that can trigger flows when they advance
- A chat room, files folder and folio for every project
- Guest access, so clients see their project and nothing else
How it connects
- CRMA won deal creates the project from your template
- FormsA submitted brief can open a project
- FlowsA phase change runs your launch flow
- ChatEvery project gets its own room
- ChecklistsRunbooks attach to any task
Replaces Asana, Monday, Trello and ClickUp. See how switching works
Projects is included in every seat, with the other thirteen modules
$20 per seat per month with every module included, and your data exports whenever you want.