Product / Projects and tasks
What gets decided in the chat becomes a task with a name and a date.
Tasks, subprojects and meetings for each client, with roles per project. You create tasks with a date and an owner from the chat.
You stop copying what was decided in the chat into Trello
Owner and date. Got it.
Each client's work, assigned and dated.
Tasks
With owner, date, labels and subtasks.
Subprojects
To split campaigns within the same client.
Meetings and calendar
Per project, linkable to your Google Calendar.
Roles and workspaces
Owner, admin, member or viewer per project, and workspaces to group clients.
No Gantt charts or time tracking: this is for running each client's work, not your team's bookkeeping.
If it has no date, it doesn't exist.
The rest of MIAU.
Strategy
Who your client is and what they want.
Instead of: Loose PDFs and foldersSee strategy →
Chat
Ask for something and it already knows which client you mean.
Instead of: ChatGPTSee chat →
Content
Every post, on its day.
Instead of: The Excel sheetSee content →
Documents
Your team writes together and the client comments.
Instead of: Word and emailSee documents →
Canvases
Brand guides, posters and presentations, designed with your brand.
Instead of: CanvaSee canvases →