Run every project from one board, not a spreadsheet.
Tasks for every project and for the studio, each with an owner and a due date. Client notes become tasks, your team talks it through on the task, and reminders land on the day.
Try it: open a task, move it to another column, or leave a comment with an @mention.
“Who’s doing this?” shouldn’t need a group chat.
A task sheet nobody updates, a team group full of “did anyone…”, and reminders on sticky notes. Things slip between the client’s message and the person who has to act on it.
Every task has an owner, a date and its whole story.
Add open notes to a task. When it’s done, close them with a reply your client sees on their link.
living-rev-B.jpgComments, replies, @mentions and images stay with the work. Only your team sees them.
Payments to chase, site visits, approvals to follow up. Once, every week or every month.
From a client’s note to done.
From a client’s note, a reminder, or just an idea. For a project, or for the studio itself.
Everyone sees who’s on what, and what’s due today, on the board or in a list.
Close the client’s notes with a reply as you finish, so they know it’s handled.
About tasks and team
Can clients see our tasks?
No. Tasks, team comments and reminders are only for your studio. Nothing on the board can be reached from a client’s link.
Can a task be for the studio, not a project?
Yes. A task belongs to a project or to the studio itself, like GST invoices for the month or renewing software licences.
What happens to a client’s note when the task is done?
When you move the task to done, you can close its notes with a reply, like “Fixed in the new version”. Your client sees it on their link.
Can reminders repeat?
Yes. A reminder can be once, every week or every month. Each time, it turns into a task on the board for the person it’s given to.
Which plans include tasks, team and reminders?
Tasks are on every plan. Team members and reminders come with the Studio and Practice plans.
Related features
Retire the task spreadsheet.
Put your next project on one board your whole team shares.