Your team and your client in the same project
Easy client collaboration
Your client takes part without a password. trygga sends the reminders.
Developed and hosted in the EU
Sophie needs your feedback
Could you review the homepage design?
View the to-do ↓Homepage design
The design is ready. What do you think?
Team and client work together on the same to-dos
How it works
- 01
Assign a to-do to your client, with all the instructions.
- 02
Your client receives an email and replies without a password.
- 03
Your colleague carries on in the same conversation.
Make it clear what you need from your client.
Create a to-do, add the instructions and assign it to your client. Include a deadline so they know what you need and when.
Your client adds their reply or files to the same to-do. The project shows which requests are still with them.
- Every to-do has an owner and a deadline.
- Instructions and files stay with the request.
- See what is still with your client.
Supply homepage copy
Please send a short introduction to your company. Around 200 words is enough.
Instructions, files and replies alongside the same to-do.
From the email to the right to-do. Without a password.
trygga emails your client when you need input or feedback. The button takes them straight to the to-do, with all the instructions.
Your client writes their reply in trygga. Replies to ordinary emails are not automatically added to the to-do.
Sophie needs your help with Homepage copy in the New website project.
Could you send us a short introduction to who you are and what you do? Around 200 words is enough. We will adapt the design to the copy you supply.
trygga reminds your client what still needs doing.
Outstanding requests appear in a summary email, with the instructions. You do not have to write a reminder email yourself.
Messages are grouped together. Your client can adjust their email preferences to suit them.
- Your client receives automatic reminders.
- The email shows what is still outstanding.
- Messages are grouped into one email.
Hello Lotte,
Here is where things stand.
These are with you:
Today
- Homepage copy
A short introduction to who you are and what you do. Around 200 words is enough.
Tomorrow
- Supply logo
Please send an SVG or EPS file so we can keep it sharp at any size.
From feedback to the final go-ahead, in one to-do.
Your client leaves feedback on the to-do. Use an @mention to ask a colleague to work through it. Then assign the to-do back to your client to review the changes.
The person responsible changes along the way. The conversation stays with the same to-do, even when a different colleague takes over.
- Noor → MilanAssigned to: Milan creates the design.
- Milan → Lotte (client)trygga emails Lotte to ask for her feedback.
- Lotte (client) → Milan“Could the heading be bigger?” Noor asks @Milan to update it.
- Milan → Lotte (client)The new version is ready to review.
- ✓ DoneLotte gives the go-ahead on the same to-do.
You choose which lists to share with your client.
A project contains shared and internal lists. Your client only sees the shared lists, with all the to-dos, messages and files in them.
In a shared list, your client also sees messages between colleagues. Use an internal list for anything you want to discuss with your team only.
- Your client only sees shared lists.
- In a shared list, your client can read the whole conversation.
- Internal lists are for your team only.
Content and design
Shared with your clientPreparation
For your team onlyIn a shared list, your client can read the whole conversation.
Your client in trygga
What else would you like to know?
Can my client see everything?
No. Your client only sees the lists you share. In those shared lists, they can see all the to-dos, conversations and files, including messages between colleagues. Internal lists are for your team only.
What if my client keeps emailing?
Add their reply to the to-do yourself, so your team stays informed. Replies to ordinary emails are not automatically added to trygga.
Can my client change the emails they receive?
Your client can adjust their email preferences. Questions, replies and reminders are brought to their attention by email according to those settings.
Get to know trygga
How would you like to start?
We can show you trygga in a personal demo. Prefer to explore it yourself? Choose a free 30-day trial, or start with one project that stays free.