Give every next step
a person and a place.
Turn the agreed work into tasks and milestones your team and client can follow. Keep owners, dates, files, and approvals together as delivery moves forward.
Give the work an owner.
Add assignees, dates, priorities, and status. Break larger tasks into subtasks so a broad deliverable becomes practical next steps.
Attach the context.
Keep file and flow attachments with a task. Your client can complete the requested action with the instructions beside it.
Build around real handoffs.
Use milestones to group related tasks and show what is ready for client approval. Keep the next phase visible.
Reuse a delivery plan.
Copy milestone templates or a playbook into a client account. Start with your established process, then adapt it to the engagement.
Client management
Can clients have tasks too?+
Yes. Assign client work alongside your agency’s work so requests and delivery stay in the same relationship.
Can we reuse a project process?+
Yes. Milestone templates and playbooks let you reuse a delivery structure instead of rebuilding it for every client.
