Client Work & Deliverable Management Tool

Client work lives and dies by deliverables. Every missed deadline damages trust. Every unclear handoff creates confusion. Every approval bottleneck delays billing. Managing multiple clients with multiple deliverables across multiple timelines - without a system designed for this reality - means constant context switching, missed deadlines, and projects that slip through the cracks.

t0ggles gives service businesses the client work and deliverable tracking they need to stay organized and deliver consistently. See all clients on one board, track every deliverable through approval workflows, give clients visibility through portals, and never miss another deadline. All for $5/user/month with every feature included.

#The Challenge: Why Client Work Needs Dedicated Tracking

Service businesses - agencies, consultants, freelancers, studios - face unique challenges that generic project management tools don't address:

You manage multiple clients simultaneously. An agency might have 15 active clients. A consultant juggles 5 engagements. Separate tools or boards for each client means constant switching, fragmented views, and no way to see capacity at a glance.

Deliverables have complex approval flows. Draft → Internal Review → Client Review → Revision → Final Approval → Delivery. Each stage needs tracking. Bottlenecks need visibility. Who's waiting on what should never be a mystery.

Clients expect transparency. "Where does my project stand?" shouldn't require a meeting. Clients want visibility into progress without you manually writing status updates for every question.

Deadlines are contractual. Missing internal deadlines is frustrating. Missing client deadlines has consequences - damaged relationships, contract penalties, lost renewals. Your tracking system needs to prevent this, not just record it.

Scope creep is constant. "Just one more thing" compounds across clients. Without documented deliverables and clear boundaries, you end up doing unpaid work or having difficult conversations too late.

#How t0ggles Helps Service Teams Deliver Consistently

#Multi-Client Boards: All Deliverables In One View

t0ggles' multi-project boards transform how service businesses manage client work. Instead of fragmented client silos, see all your deliverables on one board with color-coded client projects.

Create a project for each client - "Acme Corp" in blue, "Baker Industries" in green, "Chen Ventures" in purple. Every deliverable card is tagged with its client, visible in context of all your work.

Start Monday with the full picture: What's due this week across all clients? What's blocked waiting for approval? What can you invoice? No clicking through tabs or switching tools.

Need deep focus on one client? Focus Mode filters to their project instantly. Client call coming up? Focus Mode shows only their work. Call ends, back to the full view.

#Deliverable Workflows: From Draft To Delivery

Create statuses that match how client work actually flows:

Backlog → In Progress → Internal Review → Client Review → Revision → Approved → Delivered → Billed

Every deliverable moves through your process visibly. Kanban view shows where everything stands. Bottlenecks become obvious - too many items in "Client Review" means follow-up time.

WIP limits prevent overload. Set a maximum of 5 deliverables in "In Progress" across all clients. When you're at capacity, new work stays in backlog until you have bandwidth.

#Task Dependencies: Sequential Deliverables Under Control

Client work often has sequential dependencies. The website design must be approved before development starts. Development must complete before QA. QA must pass before launch.

Task dependencies make these relationships explicit:

• Design mockups → Development → QA → Launch
• Content draft → Client review → Final edits → Publishing
• Strategy document → Implementation tasks → Client training

Gantt view visualizes the critical path. When a client asks "when will this launch?", you have a defensible answer based on real dependencies, not wishful thinking.

Lag days add buffer between dependent deliverables. After client approval, wait 2 business days before starting revisions - realistic timelines that account for real-world delays.

#Client Portals: Transparency Without Overhead

Clients want to know what's happening without constant status update emails. Guest users solve this elegantly.

Invite each client as a guest with access limited to their project only. They see their deliverables, current status, and upcoming deadlines. They can comment with feedback and questions. They see progress in real time.

Your internal notes, other clients, and sensitive discussions stay private. Clients get transparency. You stop writing status update emails.

For public-facing work, public boards with custom domains create branded client experiences. status.clientname.com shows their project status on your white-labeled portal.

#Calendar View: Never Miss A Client Deadline

Client deadlines are sacred. Calendar view shows all deliverable due dates across all clients in one view.

See what's due this week, what's coming next month, where you're overcommitted. Drag deliverables to reschedule when priorities shift - with dependencies updating automatically.

Reminders notify you before deadlines hit:

• "3 days before deliverable due date"
• "1 day before client call - prepare materials"
• "Invoice deadline - 48 hours"

Google Calendar sync merges t0ggles deadlines with meetings and commitments. Two-way sync means changes anywhere stay updated everywhere.

#AI Task Creation: Capture Requirements Quickly

Client calls generate action items. Email threads contain buried requests. SOWs describe deliverables that need breaking down. The gap between requirement and tracked task is where scope creep begins.

AI task creation closes that gap:

"From client call: need homepage redesign, about page update, and contact form fix. Homepage is urgent, due Friday. About page and form can wait until next week. Tag all as Acme project."

The AI creates structured deliverable cards with due dates, tags, and project assignment. Paste a statement of work and AI extracts the deliverables into trackable tasks.

The AI text assistant helps write clear deliverable descriptions, summarize client feedback, or draft status updates.

#Custom Properties: Track What Matters

Every service business has specific tracking needs. Custom properties let you build them into your workflow:

• Deliverable type: Design, Development, Content, Strategy
• Effort estimate: Hours or story points
• Billable status: Not started, In progress, Billed, Paid
• Approval status: Pending, Approved, Rejected
• Client priority: Critical, High, Medium, Low
• Assigned team member: Dropdown of your team

Filter by any combination: "Show me all unbilled deliverables from Q1" or "All design work in client review across all clients."

#Board Automations: Less Administrative Work

Updating statuses, notifying clients, tracking approval dates - administrative work that doesn't add value but takes time. Board automations handle it:

• When deliverable moves to "Client Review", notify the client guest user
• Auto-update "Last Activity" date when comments are added
• When deliverable sits in "Client Review" for 5+ days, flag for follow-up
• Move to "Billed" automatically when billing date is set
• Tag deliverables with client name automatically

Set rules once, focus on the work that clients pay for.

#Notes: Briefs, Feedback, And Documentation

Client work requires documentation - project briefs, brand guidelines, meeting notes, feedback compilations. Notes give you organized space for all of it.

Create a folder for each client containing their briefs, preferences, and project history. When starting a new deliverable, all the context is one click away.

Link notes to deliverable tasks. The design brief connects to the design deliverable. Client feedback notes link to revision tasks. Context travels with the work.

#Client Work Workflows In t0ggles

#Agency Multi-Client Management

Create a main "Client Work" board with a project for each active client. Use statuses that match your approval process from intake to billing.

Monday planning: open List view, filter by "Due this week", assign deliverables across your team. Gantt view shows whether timelines are realistic given dependencies.

During the week, Kanban view shows workflow status. Team members update deliverables as they progress. Clients with guest access see their work moving forward.

Friday billing: filter by "Status = Approved + Billed = No" to see everything ready for invoicing. Bulk-update billing status after sending invoices.

#Consultant Engagement Tracking

Consultants often have concurrent engagements with different structures - retainers, projects, advisory hours. Multi-project boards handle all types.

Create projects by engagement type or by client. Track hours with custom properties. Dependencies ensure deliverables flow in order - strategy document before implementation plan.

Client portals give engagement sponsors visibility. Your internal notes track sensitive observations that shouldn't be shared. The same board serves both audiences appropriately.

Calendar view shows commitment density. When a prospective client asks about availability, you see your actual capacity across all engagements.

#Studio Production Pipeline

Creative studios have production stages - concept, development, review, revision, delivery. Status columns mirror these stages across all client projects.

Task templates standardize deliverables. A "Website Project" template generates all standard deliverables with dependencies: wireframes → mockups → development → content integration → QA → launch.

New client signs? Generate from template, adjust dates, assign team members. Consistent process without rebuilding from scratch each time.

Public board option lets clients share their project status with stakeholders. "Here's the live project board" becomes a selling point for transparency-minded clients.

#What Client Work Teams Need vs What t0ggles Delivers

What Service Teams Need	How t0ggles Delivers
See all clients in one place	Multi-project boards with color-coded client projects
Track approval workflows	Custom statuses matching your approval process
Sequential deliverables	Task dependencies with Gantt visualization
Client visibility without overhead	Guest users with project-specific access
Never miss deadlines	Calendar view, reminders, Google Calendar sync
Quick task capture	AI task creation from client calls and emails
Track billable work	Custom properties for hours, billing status, client priority
Reduce administrative tasks	Board automations for notifications, tags, status updates
Document briefs and feedback	Notes with folders, linked to deliverables

#Why Choose t0ggles Over Alternatives

vs Monday.com: Monday is powerful but complex and expensive. Pricing starts at $10/user for basic features, scaling to $20+ for guest access and automations. The interface overwhelms teams who just need deliverable tracking.

vs Asana: Asana's portfolio feature handles multiple clients but costs $25/user/month. The interface complexity grows with your account. Simple deliverable tracking shouldn't require enterprise-level learning curves.

vs ClickUp: ClickUp offers everything, which means learning everything. The feature bloat creates overhead that detracts from actual client work. Service teams need focus, not endless customization options.

vs Trello: Trello's simplicity means capability limits. No multi-project boards - you need separate boards per client. No dependencies. No native calendar or Gantt. Guest access requires premium pricing.

vs Spreadsheets: Google Sheets works until it doesn't. No automation, no client access, no deadline reminders. When deliverables slip through the cracks, the spreadsheet didn't fail - the system was never adequate.

t0ggles hits the service business sweet spot: multi-client visibility, approval workflows, client transparency, and deadline management - without enterprise complexity or pricing.

#Simple, Service-Business-Friendly Pricing

Client work margins matter. Software costs that eat into project profitability aren't sustainable.

$5 per user per month (billed annually) includes everything:

• Unlimited boards, projects, tasks, notes, and files
• Multi-project boards for all your clients
• AI task creation and text assistant
• Task dependencies with Gantt view
• Calendar view with Google Calendar sync
• Guest users for client access (no extra cost)
• Board automations
• Custom properties for billing tracking
• Zapier integration
• Full reporting and analytics
• MCP Server for AI assistant integration

A 5-person agency pays $300/year for complete client work management. Competitors charge that monthly for comparable features.

14-day free trial - start organizing your client deliverables today.

#Get Started Today

Client work demands reliability. Missed deadlines, forgotten deliverables, and unclear status updates damage the relationships that sustain your business. t0ggles gives you the visibility and control to deliver consistently across every client, every project, every deadline.

Start your free trial and never miss another deliverable.