Everyone knows
exactly what to do.
Add your team, set their role, assign tasks across projects, and see who's behind. Team members see only their work. Managers see everything and approve when it's done.
3 role levels
Admin, manager, member
Approval flow
Submit → review → done
Cross-project
All tasks in one view
Team overview
4 members · 7 active projects
33 tasks open
3 in review
3 overdue
Sara Al-Hasan
Art director
8/12
done
✓
on track
Kai Morita
Developer
5/9
done
1
overdue
Leila Rahman
Copywriter
6/7
done
✓
on track
Andre Costa
Media buyer
2/5
done
2
overdue
Approval queue · 3 tasks
Homepage copy final draft
Brand logo v3
Meta campaign assets
Member view
Your team sees
only what they need to.
Team members log in and see one thing: their assigned tasks across all projects, sorted by due date. No clients, no billing, no other people's work. Just a clear list of what they need to deliver.
- Single task list spanning all assigned projects
- Tasks sorted by due date, overdue flagged at the top
- Update status: To Do → In Progress → In Review
- See the project and client the task belongs to
- Submit a task for manager review when complete
- No access to billing, clients, or other members' tasks
- Works on desktop and mobile — no app install needed
Leila Rahman
My tasks — all projects
Homepage copy final draft
Apex Digital
Today
About page copy
Apex Digital
May 22
Blog post — SEO series #3
Bloom Co.
May 23
Ad copy — retargeting
NovaBrand
May 21
Email sequence (5 emails)
Luma Studio
May 27
Roles & permissions
Admin
- All projects & clients
- Manage team members
- View all invoices
- Configure pipeline
Manager
- All projects (assigned)
- Approve tasks
- View billing
- Invite members
Member
- Assigned tasks only
- Update task status
- Submit for review
- View project brief
team@client.com
Send invite
Roles & permissions
The right access,
for the right people.
Invite anyone via email and assign their role. Admins manage everything. Managers run projects and approve work. Members see only their own tasks. Every permission level is enforced automatically — no configuration needed.
- Admin: full access to all projects, clients, invoices, and team settings
- Manager: run projects, approve tasks, view billing, invite members
- Member: assigned tasks only — clean and focused
- Invite via email in seconds — link expires after 24 hours
- Remove a member and their tasks stay assigned for handoff
- Role can be changed any time without losing task history
Built for agency teams
Everyone aligned. No check-ins required.
Team overview
See every member's open tasks, completion rate, overdue count, and pending approvals in one view.
Approval workflow
Members submit tasks for review. Managers approve with one click. The task status updates everywhere.
Overdue alerts
Overdue tasks are flagged automatically. Managers see overdue counts per member on the team board.
Cross-project tasks
Assign a member to tasks across multiple projects. Their personal view aggregates everything in one list.
Permission control
Three role levels enforced automatically. Members can't see billing or clients — no configuration needed.
Email invites
Add a team member by email in seconds. The invite link expires in 24 hours and requires no setup.
Stop chasing your team for updates.
Everyone has a clear task list and a clear role. Approvals happen inside the tool. You always know where things stand.