Project services
Give clients a clear project status between meetings.
Share milestones for design, photography, web and campaign work while keeping approvals and collaboration in your existing tools.
A workflow you could start with
- 1Brief confirmed
- 2Work in production
- 3Client review
- 4Final delivery
Where customers lose visibility
Clients can lose sight of work between a brief and a deliverable.
A team may be working through research, production and internal review, but the client sees only the last meeting and the next deadline.
Status gets scattered across email threads and calls. A client looking for a simple answer may have to ask an account manager who is waiting on the same team update.
What a progress page changes
Keep the project narrative in one place.
Use client-friendly stages rather than an internal task board. Post a dated summary when a milestone is reached or a review is scheduled.
Separate one client's project from another with private links. Each project can use its own stages, from a photo shoot to a website launch.
A workflow you could start with
These are examples. You can rename, add, remove or reorder stages for each tracking without changing other jobs.
A campaign may add planning and launch; a photo project may add shoot, selection and retouching. The page is a progress summary, not a task manager.
A useful customer update
The first design direction is complete and the team is preparing the review file. We will send the review request through our usual approval channel.
Keep approvals where they already belong.
Trackroom can show that a draft is ready and which stage comes next. It does not collect comments or approve work. Keep file versioning, client feedback and sign-off in the tools agreed for the project.
Questions from this kind of work
Can I use Trackroom instead of a project management tool?
Trackroom is for a simple customer-facing progress view. Keep internal tasks, files and collaboration in your existing project tools.
Can each project have a different process?
Yes. Use a saved workflow as a starting point and change the stages on an individual project without affecting the template.
Related use cases
Let customers check progress themselves.
Set up stages that match your work, then share one private page with your customer. Free includes 10 new trackings each month.