Coordinate your team and projects
Bring the brief, tasks, pieces and people together. Organize each project and each client’s workflow, from receiving material to delivery.
Link the brief to its deliverables
The brief comes in as part of the project and stays linked to everything that comes out of it: deliverables, versions and feedback hang from the same thread. When someone asks why it was done this way, the answer is one click away rather than in an email from March.
Change angle depending on the question you are answering
Choose how to organize your project: calendar, folders or Kanban. Keep the same material in the view that works for you.
Calendar
Monthly or weekly, by brand or client. For seeing what goes out, when and where — and showing a client without exporting anything.
Folders
Group your files by client, campaign or project. Keep your material organized and find each piece in its place.
Kanban
The real state of every piece, column by column. For seeing what is in production, what is awaiting approval and what is ready to publish.
From intake to publication
Material comes in, gets edited, receives comments directly on the piece, passes through the client’s requested approval flow and gets published.
Five stages on the same surface, so no step depends on someone remembering to notify the next person.
The flow belongs to the client, not the team
Some clients approve in sequence: copy first, then design, then legal. Others go in parallel. Some have a strict SLA, others get to it when they can. Configure each client’s flow once and it applies to every piece, so your team stops memorising preferences.
Approvals that move the rest of the project
When a piece is approved or rejected, it triggers the next action: send an email, schedule publication, move the asset into production or notify the team (see planning).
Access that actually closes
Links with expiry dates and usage limits, permissions by project, folder or individual file. When the job ends, revoke access and it stops working, without chasing copies. Save and share.
The team’s real capacity in one view
You know who can take what before you promise it, because the load comes from pieces in production and open approval flows — not a parallel spreadsheet someone updates when they remember (see planning).
Set up your next project with your team
Start with your own material and choose the workflow your team needs.