Run every client project from one calm workspace.
Trellis brings your boards, automations, approvals, reporting, and a branded client portal together, so work moves forward without the status-update chaos.
HEALTH
On track
PROGRESS
62%
DELIVERY
In production 2
Paid social creative set
MediumALBrand photography brief
LowJTClient review 1
Q3 landing page copy
Awaiting ⏳JCLive 1
Category page rewrite
Approved ✓JCQ3 landing page copy
Awaiting ⏳The whole delivery workflow, without the tool sprawl
Stop stitching together a task tracker, a spreadsheet, an inbox, and a slide deck. Trellis does the whole loop.
Five ways to see the work
Kanban, Table, Calendar, Gantt, and Flow, plus a completed archive. Every view, one source of truth.
Automations that run themselves
WHEN/THEN rules with a recipe library and dry‑run. Assign, notify, move, and escalate without lifting a finger.
Real approvals & sign‑off
Request a named decision, get Approved or Changes‑requested with a note, and keep a timestamped record. No more “did you see my email?”
A branded client portal
Clients see a clean, on-brand status page for just their projects, including deliverables, progress, and inline approvals. Zero internal clutter.
Reporting you can trust
Build any report from task‑level data, drop widgets on a dashboard, and export a polished PDF for clients.
Teams, roles & guests
Owner, Admin, Manager, Member, and Guest, with server-enforced permissions, team queues, and scoped client sharing.
One project, five perspectives
The same tasks, shown the way each moment needs. Scroll to switch the view.
In production 2
Paid social creative set
MediumBrand photography brief
LowClient review 1
Q3 landing page copy
Awaiting ⏳Live 1
Category page rewrite
Approved ✓Paid social creative set
Brand photography brief
Q3 landing page copy
Category page rewrite
COMPLETION
78%
ON TRACK
On track
THROUGHPUT
Run the day on a board
Kanban to move work across stages, and Table for bulk edits and custom columns.
Plan on a timeline
Calendar and Gantt for dates and dependencies. The same tasks, a different lens.
Report with confidence
Flow to watch throughput and completion, then export a branded PDF for the client.
Turn “client review” into a real gate
Approvals are first-class. Send a deliverable for sign-off, and the decision, including who, when, and why, is recorded on the task and in the audit log.
- Request approval from a teammate or a client
- Approve / Request changes with a note
- Clients decide right inside their portal
- Every decision is notified and logged
This task is in Client Review. Request a named decision before treating the work as accepted.
Requested by Jolex · Aug 11, 2026
From blank workspace to shipping in three steps
Create your workspace
Request access, name your workspace, and spin up your first project from a template or a blank board.
Invite your team & clients
Add teammates with the right role, and share projects with clients as scoped guests with view, comment, or approval access.
Let automations do the busywork
Set rules to assign, notify, and move work. Send approvals, and report progress in a click.
“Everything a delivery team needs: boards, automations, approvals, and a client portal, without paying for four separate tools.”
Give your clients a workspace they’ll actually enjoy.
Join the early-access program and bring your first project into Trellis with guided onboarding.