Solutions — agencies
Coordinate agency projects and deliverables
Organize client work as projects, assign each deliverable an owner and date, and keep updates with the task.
A clear way to track client work
Use a consistent project structure and review it regularly with the people doing the work.
Separate projects
Group deliverables by client engagement or project. Check plan limits before creating additional projects.
Owners and deadlines
Give each deliverable an owner and target date so handoffs are visible.
Review progress
Use Kanban, List or Timeline views to discuss status, dates and next steps.
Keep context with tasks
Use comments, attachments and voice notes to keep relevant information close to the work.
Common questions
Does Clarityy include a client portal?
A client portal or client-facing project access is not currently available. Confirm your external-access requirements before choosing a project tool.
Does Clarityy include billable time tracking?
Built-in time tracking and invoicing are in development and are not currently available.
Can I manage recurring retainer tasks automatically?
Automatic recurring-task creation is in development and is not currently available. A team can document a repeatable manual process while it is being built.