Start every engagement with a structured brief
Capture scope, stakeholders, deliverables, reporting cadence, and success criteria before work moves into production.
Who it’s for
- Agencies capturing billable time and improving utilization
- Teams that want effort visibility without extra tools
- Leads who need faster reporting for stakeholders
Highlights
- Timer and time entries inside your workflow
- Reports for teams, projects, and clients
- Visibility into cost and effort
- Better planning with historical data
Included features
Explore related feature pages to go deeper.
How teams implement this
Use this rollout as a practical starting point for your first workspace.
Run delivery with time, files, and workload visibility
Track milestones, log time, and review client workload before blockers turn into missed deadlines or invisible over-servicing.
Turn project activity into client-ready reporting
Use dashboards, timelines, and structured updates to explain progress, effort, and next steps without rebuilding the report manually.
What teams improve first
These are common operational gains teams usually target after rollout.
Protect billable time
Keep time attached to delivery work so the agency captures effort consistently instead of losing it in side tools or late-entry catchups.
Illustrative example: Recover 15–30 minutes per person per week of billable work that would otherwise be missed or logged too late.
Cut reporting overhead
Use shared briefs, milestones, and dashboards so account leads spend less time rebuilding weekly updates from scattered sources.
Illustrative example: Save 1–2 hours per week for account or delivery leads by turning live project data into faster status reporting.
Catch capacity risk earlier
Review workload and project health in the same operating layer before one overloaded week cascades across multiple client deadlines.
Illustrative example: Prevent schedule slippage and urgent re-planning by spotting overloaded people or accounts earlier in the week.
Setup checklist
Start lean, then add more structure once the workflow is running.
- Pilot one retainer and one fixed-scope client project before rolling the workflow out agency-wide.
- Standardize a project brief that captures scope, stakeholders, deliverables, review cadence, and success criteria.
- Add time-tracking categories that separate billable, non-billable, and internal delivery work.
- Create a shared file structure for briefs, assets, working files, and approved deliverables.
- Build dashboards for workload, milestones, tracked time, and weekly client status updates.
Recommended workflows
See how teams apply this product in real scenarios.
Recommended templates
Copy and adapt these templates to kickstart your workflow.
Project brief template
TemplateDownload a free project brief template with a filled example, one-page outline, and practical checklist for aligning scope, stakeholders, milestones, and handoffs.
Risk register template
TemplateDownload a free risk register template with likelihood × impact scoring, example rows, owners, and a weekly review cadence.
FAQ
Can we report time per person and per project? +
Yes. Reporting views help you see where time is spent across clients, projects, and teams.
Does time tracking work with delivery workflows? +
Yes. Time entries can be connected to the work being delivered, so reporting stays grounded in real output.