Everything runs off the phase a project is in.
The board is drawn from the phases rather than kept alongside them, so there is no second list to reconcile and no status field someone forgets to update. The phase is the single source of truth — on the dashboard, the project page, and whatever your client sees.
Six things your spreadsheet was pretending to do.
Project templates
Define the sequences your studio actually uses — full service, a residential renovation, a tenant fit-out. A project copies its phases when it's created, so editing a template never disturbs work already under way.
One answer per project
Which phase it's in, who's on it, what's overdue, what's waiting on the client. The same answer on the dashboard, the project page and the portal — never three different ones.
A team roster per project
Assign who's on a project and what they're responsible for. Reassign work without losing the history of who did what, in which phase.
A board that knows whose turn it is
To do, In progress, Blocked, With client, Done. Read left to right it says who is holding the job up, and every card carries the phase it was copied from — so the board can never drift from the sequence.
Updates worth reading
Post a project update once and mark it client-visible or internal. No rewriting the same note for two audiences.
Drawings where the job is
Sets, surveys and consultant files live on the project itself, each marked internal or client-visible as you upload it. Your client sees only the half you chose to share.
A portal worth sending, not a login they'll forget.
Clients get a one-time link — no password to set up. They see the phase timeline, your team, the updates you marked client-visible, and anything waiting on their sign-off. Nothing internal, ever.
Sign-off is a place, not a reminder
Move a card to With client and the request goes out with it — because the sign-off that costs a studio weeks is the one someone meant to send and didn't. The card then says how long they have had it. Their answer moves it back: approved to done, changes requested to in progress.
Approvals that hold the gate
A phase marked for sign-off won't close while an approval is outstanding. An admin can override, and the override goes on the record.
See it running with real projects.
The demo is a working studio with nine projects across every phase. No sign-up.