Agencies

Give each client a space of their own.

One client wants an update just as another sends revisions. Open the account’s project in GGyess and check its deliverables, dates and comments before replying. The team knows where to find the latest decision.

Start for free See how it works

GGyess Kanban board with tasks grouped into To Do, In Progress and Done. — The columns separate work that’s waiting, underway or finished. Give each account a board to see where its deliverables stand.

Step by step

Know what each client is waiting for

Create a project for the client engagement and define its scope.
Plan deliverables, deadlines and review tasks for the campaign.
Record feedback, update the final assets and agree on the next delivery.

A subtask and an internal comment recorded in the discussion of its parent task.

Agencies

In day-to-day work

A home for each project

Name the project, describe the outcome and set its working days. The team can add its tasks there as the work takes shape.

A decision you can find again

Put a change request or decision in a task comment. The next person to open the task can read what was agreed before starting the revision.

The file that goes with the task

Keep source files in storage and attach the relevant one to the task. The person starting work can open it with the instructions.

Before you start

A few good questions.

How do we keep one client’s materials organized?

Use a dedicated project and a recognizable folder structure. Review workspace and project permissions when deciding who should have access.

What is a useful first project?

Pick one deliverable with a clear finish, such as a client onboarding or a campaign brief. It is easier to choose the right stages when you know the outcome.

GGyess WorkSuite

Answer the client with their project in front of you.

Start on the free plan. Invite your team when you’re ready.

Start my first client project Compare plans