Use case
One portal for rounds, files, and sign-off
Reviews stall when assets live in one place, feedback in another, and the approved version nowhere obvious. ClientBoards ties deliverables to milestones—so round two lives under the same stage story as round one, and your client always lands on the same branded surface.
Why this works
Deliverables anchored to phases
Upload or link files on each milestone so the client sees what shipped with each phase—not a flat folder dump.
Milestones double as approval checkpoints
Rename and reorder stages as your process evolves; status makes it obvious what’s in progress versus complete.
Timeline when dates matter
Enable the optional timeline on the progress bar for a respectful completion estimate—useful when legal, creative, or campaign dates drive anxiety.
Branding that feels like your studio
Template Studio and saved templates let you reuse a layout across clients while keeping each board’s copy and assets unique.
How teams set it up
- Structure stages to match your review cadence—e.g. Concept → Internal review → Client review → Final delivery.
- Attach PDFs, exports, or proofs to the relevant milestone; clients use one link for every round.
- Use chat for clarifications, or keep comms minimal and let the board speak for itself.
- Archive or duplicate boards when you start the next engagement with the same client.
Outcome: Less version confusion and faster “approved” moments.
Ready to ship deliverables & approvals on a board clients actually open?