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Creative & Project-Based demo

Full revenue, workload, and automation view

Project Board: 81% on timeDeliverable Approvals: 6 approvalsRetainer Budget: 34% margin

Tasks / Projects

Break work into assigned tasks, project stages, and client-visible progress.

Open Tasks

4

Blocked

0

Projects

4

Budget

$48,700

Assigned

2

Collect client feedback on LaunchPad assets

medium

LaunchPad App

Designer

Due 2026-05-19

Schedule Fitness Studio brand discovery

low

Fitness Studio

Project Manager

Due 2026-05-20

Accepted

1

Prepare Urban Realty website mockups

high

Urban Realty

Designer

Due 2026-05-21

In Progress

1

Concept review for Bloom Q3 campaign

high

Bloom Brand Co

Creative Director

Due 2026-05-18

Blocked

0

No tasks.

Completed

1

Finalize City Cafe menu designs

medium

City Cafe

Designer

Due 2026-05-15

Approved

0

No tasks.

Project Board

Coordinate deliverables, revisions, approvals, and milestone billing.

81% on time
Brand guide in review
Round 2 edits due
Milestone invoice queued

Deliverable Approvals

Show clients exactly what needs approval before invoicing the milestone.

6 approvals
Landing page approved
Video comments added
Final files packaged

Retainer Budget

Track hours, scope changes, and margin across recurring creative work.

34% margin
14 hours remaining
Scope request flagged
Renewal proposal drafted