Features
Everything you need to keep projects moving
From task creation to sign-off, delivery dates that hold when clients are slow, recommendations to reporting, all in one place.
Tasks & Approvals
Get sign-off without the chase, and keep moving
- Late approvals move your delivery date automatically, so a slow client isn't your problem
- Single-option or multi-option approvals, let clients choose in one click
- Approval dependencies, block downstream work until sign-off
- Create tasks with rich descriptions, due dates, and priority levels
- Approve on behalf of clients when needed
- Full task history log with timeline
Recommendations
Turn quiet weeks into revenue
- Present upgrade options with pricing, pros/cons, and a “recommended” badge
- Clients review and accept from the same portal
- Track acceptance rates and revenue from recommendations
Client Portal
The reason clients actually reply
- One click to approve, which is why sign-off comes back fast
- Clean, focused portal: see tasks, approve, discuss
- “Seen by” tracking so you know who’s looked
- No account, no password, magic-link access removes the friction
Team Collaboration
Keep everyone on the same page
- Threaded discussions on every task (rich text, attachments)
- Invite client team members with role-based access
- Pending invite management, control when invites go out
- Internal-only features stay hidden from clients
Calendar & Action Items
See what’s due at a glance
- Month-view calendar with color-coded task events
- Filter by status, click for details
- Separate action items system for internal team tracking
Settings & Branding
Make it yours
- Set default priority, completion date type, email behaviour
- Custom task labels with colour coding
- Email settings: from name, reply-to, notification toggles
- Account branding: logo upload, company details
See it all in action
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