Set up the project
Name it, pick the client or keep it internal, and set the dates.
Every client project, on one board.
Plan the work behind every document. Name your own stages, assign owners, and let the client follow progress in their portal.
Set it up, run it, share it.
Three steps from a new project to a live progress view for the client.
Run the board
Drag tasks across your stages. Switch to list or timeline any time.
RWebsite relaunch44%
4/9 tasks complete
Approve the homepage direction
Send brand photography
Sign off on pricing copy
Share the progress
Turn on progress sharing and the client follows along in their portal.
Built for the way agencies deliver.
Shape the stages around each project, then decide how much of it the client sees.
Board, list, or timeline
The same tasks, three ways. Drag cards between stages, scan them in a list, or lay dates across a week or a month.
Your stages, not ours
Rename, recolour, reorder, and add stages. Set workspace defaults, then override them on any project. You pick which stage means done.
Clients can ask for work
Clients request tasks and mark shared ones complete from their portal. You get notified either way.
Every detail on the task
Owners, priority, dates, estimates, tags, a Markdown description, attachments, linked documents, comments, and a full activity history.
Describe the project. Get the plan.
Tell Docsiv what you sold and when it is due. It drafts the brief, the phases, and the tasks, with owners and dates filled in.
- Uses your stages and task types, or proposes new ones for the project.
- Suggests owners from your team and flags tasks nobody owns yet.
- Arrives as a card you can edit. Nothing is created until you approve it.
Plan the Riverline website relaunch, six weeks
Website relaunchRiverlineSep 8 → Oct 17
Discovery workshopDiscoveryStrategyAK
Sitemap + wireframesDesignDesignJD
Homepage buildBuildDevelopmentRT
Copy pass, all pagesBuildContentSM
+ 14 more tasks
2 tasks have no owner yetEdit planCreate project
Everything a client project needs.
Stages, owners, deadlines, and comments, with the client documents attached to the work that produced them.
Documents inside the project
Attach existing documents or create a doc, sheet, deck, or form right in the project. Files get their own Media tab.
Reminders that send themselves
Owners get a daily reminder for tasks due today or overdue. Finished tasks and archived projects stay quiet.
Notifications that matter
Owners hear about assignments, @mentions, and comments. You hear when a client completes or requests a task.
Search and filters
Find any task by name, or filter by priority and owner, including unassigned work.
A live board
The board updates as teammates move tasks. Edits save as you go and roll back if a save fails.
Duplicate a project
Copy a project with its stages and files, and choose whether tasks and owners come too.
3 viewsBoard, list, timeline
Your stagesPer workspace or project
In the portalProgress clients follow
You approveEvery AI plan
Questions about projects.
Stronger with the rest of the hub.
Projects sit next to the documents they produce, the files they use, and the portal where clients see them.
Run your agency from one calm workspace.
Boards, deadlines, and client-visible progress, in the same workspace as your documents.