Timeline
- KickoffMar 9
- DesignMar 23
- BuildApr 20
- LaunchJun 30
The timeline
The stages and their dates, so nobody has to ask when the site goes live.
Pages for everything that is not a task
A welcome note, the project timeline, a recorded walkthrough or a brief: publish it as a page in the client’s portal, with text, an embed and a form in one place.
Text, an embed and a form on one page
Give a page a title, an icon and a slug, then add any of three kinds of content: formatted text, an embed from another service, and a form from your workspace.
- The slug is made from the title, or set your own
- Hidden pages stay available to your team
- Drag pages in the list to change their order in the portal
Pages agencies publish first
Each one sits next to the client’s tasks, so the context is there when they need it.
Project brief
- Goal
- More bean subscriptions online
- Audience
- Regulars and office buyers
- Pages
- Home, menu, locations, shop
The brief
What you agreed to build, in writing, where both sides can find it.
Editing your menu
6:40
The handover
A recorded walkthrough of the new site, embedded from your video host.
Write them once, in a template
Pages you add to a project template are copied into every project made from it. Edit each copy for the client, or leave it as it is.
- Templates hold stages, tasks, pages, files and workflows
- Projects remember their template, so you can push later improvements to them
- Each project is its own copy: editing it never changes the template
Questions
Can clients fill in a form on a page?
Yes. Choose a linked form from your workspace’s forms and clients can fill it in and submit it from the page.
Can I work on a page before clients see it?
Turn Visible in portal off. The page stays in the project for your team and appears in the portal when you switch it back on.
What address does a page have?
Each page has a slug that forms its address in the portal. It is made from the title unless you set your own.
Who can create and edit pages?
Workspace Owners and Admins.
More of Upclient
All features- FormsIntake questionnaires with conditional questions
- ContractsSigned in the portal, countersigned by you
- E-signaturesA drawn or typed sign-off on any task
- File uploadsAsk for files and keep them with the project
- EmbedsBooking calendars and videos inside a task
- MessagesProject threads with internal replies
- Notifications and remindersYour team hears, clients get reminded
- Review and approveApprove client work or send it back
- BrandingYour logo, colour, header and layout
Write your welcome page
Add it to a template once and every new client starts with it.