Stop chasing clients for updates. Give them a board where they check off their tasks while you check off yours. One link, no signup required for them.
Add phases for each stage of your project. Within each phase, list what you need to do and what your client needs to do. The board splits down the middle—your tasks on the left, theirs on the right.
When your client checks something off, you see it instantly. No refresh, no "did you get the latest version?" Both sides stay in sync in real time.
Send your client the board link. They click it, choose "Client" when asked, and they're in. No signup, no password, no app to install. They see their tasks and your progress—nothing more.
Every action is recorded—who checked what, who approved when. No more "I thought you were handling that." Accountability without micromanagement.
Homepage design approved ✓
Waiting on brand colors
Deploy to staging by Thursday
Get headshots from team
Budget approved for Phase 2
Maria handles final sign-off
Web developers, designers, agencies, consultants — anyone who sends content requests, waits for approvals, or schedules calls. Your clients have tasks. This makes those tasks visible to both sides.
You set up the board with your process. They click a link and see what's expected. When they ask "where are we?" — you point them to the board. No status emails. The board is the status.
Your project management tool works great for you. But asking clients to create accounts, learn new software, and remember to check it? Most won't.
The simplest card. Add it to your side or theirs. Check the box when it's done — both sides see it instantly. Attach a link if the deliverable lives somewhere else. No comments, no threads, just done or not done.
Need a yes or no? Create an approval and it lands on the other side. They get one-click approve or reject buttons. If rejected, it bounces back to you with a reason — and you can resubmit. The bounce counter tracks how many rounds it took.
A mini thread that lives on the board. Write a message, hit "Your turn" — it passes to the other side. They respond and pass it back. Both sides see the full history. When it's resolved, either side can mark it done. Great for copy review, feedback rounds, or anything that needs back-and-forth.
Propose a time and add a phone number. The other side can confirm, suggest a different time, or decline — all on the board. Once confirmed, either side marks it "Called" when it's happened. The phone number shows as a clickable link so they can call straight from their phone.
Same scheduling flow as Call, but with a video link instead of a phone number. Add your Zoom or Google Meet URL, propose a time. Once confirmed, an "Add to Calendar" button appears so neither side forgets. The meeting link is always one click away — no digging through email threads.
The road is split into phases. Each phase has a milestone circle at the end. When every card in that phase is done — tasks, approvals, ping-pongs, everything — the milestone lights up and the road fills in. Both sides see the same progress. No status meetings needed.
Your client never pays.
One board, forever
Everything in Free, plus:
Coming Q3 2026
Free is real. Use it as long as you like.