Agency workspace guide

Personalized workspace to provide seamless experience to your members.

1. Adjust workspace appearance.
2. Setup holiday schedule.
3. Welcome your clients.
4. Invite team members.

Step 1

Adding new client

1. Add new ‘Client’ folder and invite user with ‘Guest’ permission.
2. Customize client’s dashboard.
3. Adjust the visibility of time reports.
4. Provide access to new ‘Client’ folder.

Step 2

Adding new project

1.  Add new project.
2. Specify start and due date.
3. Assign project / subtasks.

Step 3

Adding time entry

1. Move project to ‘In progress’
2. Track time or add time manually.

Step 4

Managing project

1. Apply project ‘Category’ and ‘Campaign.
2. Upload brand assets and 'inspo'.

Step 5

Completing the project

1. Move project to ‘Complete’.
2. Upload final assets.
3. Mange file variations.
4. Mange project visibility for client.