Use cases
Boards for how you actually deliver
Each pattern maps to the same product: ordered milestones, optional tasks mode, deliverables per stage, a public client view, optional password, live chat, and Template Studio—so you pick the story that matches your buyers.
Client status & updates
One public link that always shows where the project stands—without another email thread.
Read the playbookDeliverables & approvals
Milestones, file handoffs, and review rounds in a single branded board your client bookmarks.
Read the playbookCoaching & programs
Modules, check-ins, and resources visible to every cohort member in one calm timeline.
Read the playbookHome & field services
Phases homeowners understand—permits, rough-in, finish—with photos and docs attached to each stage.
Read the playbookSoftware & rollouts
Stakeholder-friendly phases from pilot to GA—without exporting Gantt charts or granting tool seats.
Read the playbook
What every use case shares
- Public `/view/...` links clients bookmark
- Milestones with optional task-based progress
- Files and links attached to the right phase
- Optional board password and branding
- Live chat and client requests (plan-dependent)
- Templates + Template Studio for repeat delivery