Recurring task
Tasks in a recurring mode. It can recur based on a specific date of a week, month or year. It will be helpful for clients who have some sort of maintenance plan.
Milestone-based pricing
Create plan allowing you to define a payment timeline with milestones: - 50% upfront - 25% at MVP - 25% at delivery Also: - allow to create automations (Wait X amount of time and do Y) - allow to...
Sub-templates
Allow to create task and document templates with sub-items. - A task with sub-tasks - A document with sub-documents.
File Storage and Sharing
Ability to share and store files between clients and agency. Things such as brand assets, excel files, etc.
Dependencies & Gantt View
Dependencies and Gantt View which allows to plan projects and re-schedule due dates for multiple dependent tasks at once.
Links and Embeds in portal
Let you insert links and embeds, very much like you would insert a document with customers
New "Manager" role
This role would allow to a user to manage other team members and invite new ones, assign them to tasks and so on, but wouldn't have access to financial data and settings
Usage-based pricing
Allow you to create a usage based pricing with a credit system and custom conditional credit usage. Meaning you'll be able to do things like: - You get 20 credits a months with your subscription -...
Invoices
Allow agencies to raise invoices for future payments and generate them automatically when payment occurs on Stripe. Make those invoices accessible in the client portal and branded with the agency's...
Ability to restrict clients to “Not started” when creating tasks
Why it matters: Keeps the workflow clean—clients can submit work but can’t jump the queue or overload In progress, so the team controls pacing. What it should do: Plan-level toggle: “Clients can...