01
BUILD THE CHECKLIST
Create a project and add tasks and subtasks. Name each one, set a deadline if needed, and mark whether it belongs to your team or to the client.
02
ASSIGN OWNERS
Each task gets an owner — a team member or the client themselves. Everyone sees exactly what they're responsible for, with no ambiguity about who's blocking who.
03
TRACK & DELIVER
As tasks get completed, the progress bar moves. Client and team always see the same view. No chasing. No status update emails. Just a checklist that works.
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TASKS + SUBTASKS
Break any deliverable into as many subtasks as you need. Everything rolls up to a single progress view so nothing gets lost in the detail.
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DUAL OWNERSHIP
Assign tasks to your internal team members or to the client. Everyone sees their own queue clearly. The handoff points are explicit, not assumed.
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SHARED PROGRESS VIEW
Client and team look at the same checklist in real time. No more "where are we?" emails. The answer is always one link away.