Everything you need to deliver client work: start to sign‑off.
A deep, practical toolset that replaces the patchwork of apps most delivery teams live in.
See the work five ways
Kanban, Table, Calendar, Gantt, and Flow over the same tasks: plus a completed archive. Switch instantly; never lose context.
- Drag‑and‑drop Kanban with stages
- Editable Table with custom columns
- Calendar & Gantt with dependencies
- Flow view for throughput & completion
In production 2
Paid social creative set
MediumBrand photography brief
LowClient review 1
Q3 landing page copy
AwaitingLive 1
Category page rewrite
ApprovedRules that move work for you
A visual WHEN/THEN builder with a recipe library and dry‑run, so routine steps happen automatically and consistently.
- Assign, notify, move, and escalate
- Recipe library to start fast
- Dry‑run before you commit
- Run history and audit trail
WHEN
Stage changes to Client review
THEN
Request approval from the client
Dry-run passedMake decisions official
Request a named decision, capture Approved / Changes‑requested with a note, and keep a timestamped record on the task and in the audit log.
- Internal or client approvers
- Inline decisions with notes
- Notifications to both sides
- Tied to your Client‑review stage
Q3 landing page copy
Awaiting decisionA surface clients love
Guests get a branded status page for only their shared projects: deliverables, progress, and inline approvals, with none of your internal data.
- On‑brand, separate from your workspace
- Scoped to shared projects only
- Inline approve & comment
- No internal boards, teams, or fields leak
Homepage copy — for your approval
Awaiting youNumbers you can hand a client
Build any report from task‑level data, save widgets to dashboards, and export a polished, branded PDF.
- Flexible report builder
- Dashboard widgets
- CSV / XLSX export
- Branded PDF reports
Paid social creative set
Brand photography brief
Q3 landing page copy
The details that make delivery smooth
The everyday things that keep a delivery team honest, fast, and accountable.
Templates & intake
Project and request templates plus structured intake to standardize how work starts.
Teams & roles
Owner/Admin/Manager/Member/Guest with server‑enforced permissions and team queues.
Inbox & notifications
A notification center keeps assignments, mentions, and approvals in one place.
Custom fields
Add the columns your workflow needs: priority, budget, channel, and more.
Estimates & tracking
Capture estimated and tracked hours to keep delivery honest.
Audit log
A record of who did what and when: accountability built in.
Ready to see it on your own projects?
Request early access and bring a real project into Trellis with guided onboarding.