Features/Projects & approvals
Stages a business owner understands.
Kickoff, in progress, ready for review, delivered. When a stage needs the client, there is exactly one approve-or-request-changes step, and the decision lands in the thread where it was discussed.
Projects · Reyes Family Dental
2 active · 1 deliveredHomepage refresh
Ready for reviewHomepage v2 needs your decision
Sent to Dana · one step, nothing else to learn
Stage 2 approved Tuesday · logged in the thread
Spring campaign
In progress · nothing needs Dana yet
Rebrand v1
Delivered Friday · archives itself in 3 days
Delivered projects archive a week after delivery · the history stays searchable
How it works
The mechanics, plainly.
01
Stages read in client language
A project moves through kickoff, in progress, ready for review, and delivered. Those are the words the client sees, so nobody has to ask what sprint three means or where things stand. Glancing at the stage answers the question before it gets asked.
02
One decision per gate
When something needs the client, they get one step: approve, or request changes. Not a form, not a settings page, not a tool to learn. Because the ask is that small, it actually gets answered.
03
Approvals land in the thread
Every approval is logged in the project's thread, next to the conversation that led to it. When anyone asks who signed off on this and when, the answer is sitting in context, not in someone's memory.
04
Delivered work archives itself
One week after delivery, the project archives itself into a searchable history. The active list stays short and current, and nothing is ever thrown away: the whole record is still there when you need to look something up.
Stages in client language
Each stage reads in your client's words, so nobody asks where things stand.
One decision per gate
Approve or request changes. That is the whole step.
History writes itself
Delivered projects archive a week after delivery into a searchable history.
Common questions
What does the client see at a gate?
One step: approve, or request changes. The decision is logged in the project's thread, so there is always a record of who decided what, and when.
What happens to a project after delivery?
It archives itself one week after delivery. Archived projects stay in a searchable history; nothing is deleted.
Try it with one client this week.
Move one project in and see. If it doesn't help within two weeks, walk away with your export.
Free plan available · No credit card · Unlimited clients on paid plans