Clear answers about Trellis.
Learn how access, delivery workflows, client collaboration, reporting, security, and support work.
What is Trellis?
Trellis is a client-delivery project management workspace that connects requests, execution, approvals, reporting, and client access.
Who is Trellis designed for?
It is designed for agencies, service businesses, client teams, freelancers, and any team that needs accountable delivery.
Can Trellis support industries outside marketing?
Yes. Boards, stages, fields, request types, automations, and reports can be adapted to different industries.
How are clients given access?
Clients use Guest accounts with explicit project shares. Access can be View, Comment, or Approve.
Are guests free?
Guest access is intended for external client collaboration. Final commercial packaging will state any included limits before billing starts.
Does Trellis include formal approvals?
Yes. A named approver can approve or request changes, and the decision is recorded with the task history.
Can I create public request forms?
Yes. Managers and above can create forms that route submissions to a chosen project and intake stage.
Can I customize dashboards?
Yes. Custom widgets can use task, project, group, board, people, date, status, and custom-field data.
Can I export reports?
Managers and above can export detailed CSV data and presentation-ready PDF reports.
Does Trellis have automations?
Yes. Rules respond to events, evaluate conditions, perform actions, and record each run in a ledger.
How does the Inbox work?
Inbox shows only active tasks assigned to the signed-in person. Completed tasks leave the Inbox automatically.
Who can see the Team Queue?
Team Leaders see their teams. Managers, Admins, and Owners can coordinate all pending team handoffs.
What roles are available?
Workspace roles include Owner, Admin, Manager, Member, and Guest. Teams also support Team Leader and Member roles.
Is access enforced on the server?
Yes. The interface hides unavailable functions, and the server independently rejects unauthorized requests.
Is workspace data isolated?
Yes. Tenant data is stamped and queried by workspace, with server-derived workspace identity.
Can completed tasks be restored?
Yes. Completed tasks remain in a dedicated archive with their history and can be restored.
Does Trellis work on mobile?
Yes. Core flows adapt to phone and tablet widths, including navigation, Kanban, task details, and management panels.
How do I report a problem?
Email support@jolexweblabs.com with the page, steps, expected result, actual result, and a screenshot if useful.
Where can I ask a sales question?
Email info@jolexweblabs.com or use the contact page.
How do I get started?
Request access, create a workspace, choose a durable board, define one outcome-based project, and add clearly owned tasks.