Get Organized. 1) Workspaces: everything starts in a workspace, just like your office space. Once you create a workspace you can have multiple projects going on under that workspace. Paid plans offer more than one workspace. 2) Your second level of control is a project. Workspaces allow you to manage multiple projects and here you can organize the process to get it completed, add tasks to each project and assign them to users, allow clients to see the progress and create notes.
Multiple User Access. Allow multiple team members (users) to access a workspace and manage the projects, update information, add notes, and view clients name and contact email. When you Invite Users, they can collaborate and manage your projects, tasks and more. The system e-mails the User a username, password and link to access projects online.
Client's Features. Keep your client's name and email always handy in case you or your team members need to communicate with them. Share a project with a client and invite them to see the project progress online. When you Share a project with a Client, they are only allowed to see the progress. The system e-mails them a link to view progress online.
Notes. Keep your project notes organized. Add important information, quick notes and more.