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For creative agencies

Project management for creative agencies

Move briefs, production, review, approval, and client sign-off through one accountable workflow.

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The problem

Where creative delivery breaks down

Feedback arrives in five places

Notes land in email, chat, a PDF markup, and a call nobody minuted. The version that ships is whichever one the designer happened to remember.

Rounds multiply without a record

Nobody agreed what round two actually settled, so round three reopens closed decisions and the budget quietly absorbs it.

Status becomes a manual job

Someone rebuilds the weekly update by hand because the tool the team works in is not the one the client can see.

How Trellis handles it

Built for the way the work actually moves

Creative briefs become structured work

A brief arrives through an intake form with the fields you actually need: objective, audience, deliverable, format, deadline, and references. It lands as a task in the right project and stage, already assigned, so production starts from a complete brief instead of a thread.

Creative briefs become structured work

Brief

For creative agencies
Production· Work moves across the stages your studio actually uses, with owners and dates.
Recorded· on the task and in the audit log

Reviews stay attached to deliverables

Comments live on the task that holds the work, not in an inbox. Every note, version, and decision sits in one place, so a designer picking the job up on Friday can see what changed and why without asking anyone.

Reviews stay attached to deliverables

Production

For creative agencies
Internal review· The team checks quality before anything reaches the client.
Recorded· on the task and in the audit log

Named approvals reduce revision disputes

Sign-off is a recorded decision from a named person, with a timestamp and a note. When a client says the direction changed, you can show exactly what was approved and when. Scope conversations get much shorter.

Named approvals reduce revision disputes

Internal review

For creative agencies
Client review· The client sees only their project, on brand, and responds inline.
Recorded· on the task and in the audit log
The loop

A complete client-delivery loop

From the first request to a recorded decision, in one place.

Brief

An intake form captures the requirement in a consistent shape.

Production

Work moves across the stages your studio actually uses, with owners and dates.

Internal review

The team checks quality before anything reaches the client.

Client review

The client sees only their project, on brand, and responds inline.

Sign-off

The decision is stamped on the task and in the audit log.

Questions

Common questions

No. Guests are scoped to the projects you share with them and see nothing of your internal boards, teams, or custom fields.

A guest is invited to a specific project and approves inside their portal. Guests are free and unlimited on paid plans and never count as a billable seat.

Yes. Stages are yours to define, so the board mirrors how your studio works rather than a fixed template.

See the workflow with your own process

Tell us how work enters your team, who delivers it, and where clients make decisions.