Invite clients to their board
Guests see only their project, leave feedback on the work, and approve deliverables without an email chain.
Start for freeFor agencies
Client projects without the chaos
Five clients, five inboxes, and a team stretched across all of them. Give each client one clear board and see everyone’s workload at a glance.
Why switch
Happier clients, calmer weeks
What changes when every client project follows the same clear path.
The old way
- Feedback spread across email and calls
- Status reports built by hand every Friday
- No idea who has room for new work
- Each project set up from scratch
With one shared plan
- Clients comment on the task itself
- Progress they can check any time
- Workload across every project
- A repeatable kickoff for each new client
Less busywork on every project, starting with the first task.
Start for freeHow it helps
Every client, one calm workspace
Keep projects apart for clients and together for your team.
See who has room this week
Workload view adds up tasks across every client, so you can plan new work before anyone is overbooked.
3h
Saved on weekly reports
95%
On-time deliveries
Get started
Onboard a new client in three steps
Set up once, then repeat the same kickoff for every new account.
- 1
Create the client space
Add a project, invite the client as a guest, and connect shared files.
- 2
Use your kickoff template
Start every account from the same onboarding steps, then tailor them.
- 3
Share progress
Clients check status on their own, and your team stays focused on the work.
Reviews
Studios and agencies stay on top of every client
Teams of every size plan less and get more done together.
It changed how our whole studio plans the week.
Moving to Taskly gave us one board everyone actually checks. Stand-ups got shorter and nobody asks for status updates anymore.
Leon OrtizFounder, Brightlane StudioOur team finally knows what everyone is working on.
Each morning I open one screen and see who is blocked and what is due. We stopped chasing people in chat.
Daniel ReyesEngineering leadRecurring tasks quietly saved us hours.
Weekly reports and invoice reminders now come back on their own as recurring tasks. Setup took one afternoon.
Pranav NairHead of marketing, OrbitFAQ
Questions from agencies
Can’t find an answer here? Our support team replies within one business day.
Do clients need a paid seat?
No. Invite clients as guests. They can view, comment, and approve work on the projects you share.
Can clients see our internal notes?
No. Mark a task or comment as internal and only your team sees it.
Can we track time per client?
Yes. Log time on tasks and export a report per client or per project.
How do we reuse our onboarding steps?
Save any project as a template, or start from the client onboarding template.
Still have questions?
Our support team answers within one business day.