Platform · Tasks, Chat & Approvals · 6-step journey
The work behind every result, in the same project.
Findings become tasks, tasks move across a board, questions get answered in chat and the client signs off, without leaving the project.
A real campaign, step by step
- 01Start from a templateSpin up the whole checklist for a campaign in one click, or have AI draft a t…
- 02Assign and prioritiseOne work queue shows what is open across every channel and who owns it.
- 03Run the boardA kanban board per project, with the detail each task needs.
- 04Track time and workloadSee what a task really costs and who is stretched before deadlines slip.
- 05Talk it throughDirect messages and group chats live inside the platform, next to the work.
- 06Sign off and approveDeliverables are approved against the project, with the client seeing only wh…
Step 1 of 6 · next: Assign and prioritise
Start from a template
Spin up the whole checklist for a campaign in one click, or have AI draft a template for your service.
- Reusable task templates per service
- AI-drafted templates
- Apply a template to a project to create its tasks
Start from a templateTry it
Task templates
Step 2 of 6 · next: Run the board
Assign and prioritise
One work queue shows what is open across every channel and who owns it.
- Work queue across projects and channels
- Claim a task or assign it
- Roles, designations and skills to match work to people
Assign and prioritiseTry it
Work queue
Marco · High priority
Aisha · Medium priority
Priya · High priority
Marco · High priority
Aisha · Medium priority
Priya · Low priority
Step 3 of 6 · next: Track time and workload
Run the board
A kanban board per project, with the detail each task needs.
- Custom columns with WIP limits
- Subtasks, comments and attachments on every task
- Duplicate and reorder cards
Run the boardTry it
Project board
Step 4 of 6 · next: Talk it through
Track time and workload
See what a task really costs and who is stretched before deadlines slip.
- Start and stop a timer, or log time
- Team workload view by person
- Reassign before the week goes wrong
Track time and workloadTry it
Time and workload
Step 5 of 6 · next: Sign off and approve
Talk it through
Direct messages and group chats live inside the platform, next to the work.
- Direct messages and group chats
- Edit or delete your own messages
- Unread tracking per conversation
Talk it throughTry it
Step 6 of 6
Sign off and approve
Deliverables are approved against the project, with the client seeing only what they should.
- Sign-offs and approvals recorded against the project
- Client role sees deliverables and reporting only
- Approved work goes out in the white-label report
Sign off and approveTry it
Run the whole journey on your own project.
Connect a project, work through each step above and keep every result in one place. The first 14 days are free.