To-dos, conversations and files together
Project management for your agency and your client
One project for your team and your client. See who is responsible for the next step on every to-do.
Developed and hosted in the EU
Content and design
Shared with your clientPreparation
For your team only8 more to-dos with your team
In a shared list, your client can read the whole conversation.
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.
Know who is responsible for the next step.
Give each to-do an owner, a status and a deadline. Is the design ready to review? Assign the to-do to your client. After their feedback, it goes back to your colleague.
You can find these changes in the to-do's activity. Instructions, files and replies stay together.
- See who is responsible for the to-do.
- Responsibility passes between colleague and client.
- Find earlier changes in the activity.
- 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.
Shared and internal lists in the same project.
The list determines what your client sees. In a shared list, your client sees all the to-dos, files and messages, including discussions between colleagues.
Keep your preparation and internal discussions in an internal list. Your client cannot see it. Your team and your client can work in the same project.
Content and design
Shared with your clientPreparation
For your team onlyIn a shared list, your client can read the whole conversation.
Break to-dos down into steps. Filter for the work you need.
Add steps to a larger to-do so you can see what is finished. Group your to-dos and search or filter for the work you want to view.
Use the Activity tab to follow changes to a to-do. Whoever takes over can find earlier decisions and updates.
- Break a to-do down into smaller steps.
- Group, search and filter your to-dos.
- View changes in the Activity tab.
Homepage design
Assigned to: Milan · Deadline: 23 October
- ✓ Prepare the first design
- ✓ Ask the client for feedback
- ○ Work through feedback
- ○ Send the final version
Today · Noor updated the deadline.
Keep meeting notes and decisions in the project.
Does the discussion concern the whole project? Add a project message. Meeting notes stay alongside the work too.
Assign the actions to your colleague or your client. Everyone can find what was agreed.
Kick-off meeting notes
We will start with the homepage, then work on the other pages.
Supply logo and copy Lotte (client)
Prepare the first design Milan
Confirm the schedule Noor
Noor · 12 October · Saved in New website
Find your files in the project.
Your team and your client upload files to the project. Attachments from conversations are also available in the project files.
Files attached to a to-do follow its list. In a shared list, your client can view them. In an internal list, they stay visible to your team only.
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.