After signing in to your account, you'll be directed to your client dashboard, where you can explore various features.
My tasks
Navigate to 'My Tasks' tab in the sidebar menu to view tasks assigned to you, along with due dates. Clicking on a task allows you to access details, add comments, attach files, and update task status.
Statuses for tasks:
Open: Task creation
In Progress: Task being worked on
Closed: Completed task
To explore tasks in the context of a request, click the upper part of the Task detail, where a breadcrumb menu shows the request the task belongs to.
Workspace
Coming soon – Stay tuned for a summary of pending tasks, ongoing requests, and more analytics in the Workspace feature.
Requests
Visit the 'Workspace' tab and click on the 'Requests' sub-tab in the sidebar to view and manage your requests. The status of requests includes Queue, Ongoing, PM Revision, Awaiting Response, and Completed.
Statuses for Requests:
Queue: Default status for every created task
Ongoing: Creative team is actively working on your request
PM Revision: Project Manager reviewing deliverables
Awaiting Response: Your time to provide comments or approval
Completed: Closed requests
Asset Folder
Access the 'Assets Folder' tab under 'Workspace' to view all uploaded assets.
Activity Feed
Explore the 'Activity Feed' tab in the sidebar to track app activities, including status changes, request updates, and new comments.
Brands
Navigate to the 'Brands' tab in the sidebar menu.
Click on any of your added brands to see the details
Docs
Navigate to the 'Docs' tab in the sidebar menu. Click on 'All' to see the documents you have created.
Navigate your projects:
All: This is where you'll find all documents available in your workspace.
Assigned to Me: Access documents that are specifically assigned to you.
Shared: View documents that have been shared within your workspace.
Private: Access documents that are exclusively available to you