Skip to content
Try it free

Tasks and projects

Know what needs to get done.

Plan work across all your clients. See who is doing each task, when it is due, and what is late. Keep team tasks private, and ask clients to check the work.

Try it free

Free for 14 days. No credit card needed.

Try the board

See all your client work. Then switch to the client view.

HHarbor & Pine Dental

Not Started2

In Progress2

Client Review1

Completed1

Click any task to move it along. Internal tasks never reach the client.

Calendar

See the month at a glance.

Switch the Tasks page from List to Calendar. Every open task sits on its due date. Overdue and Client review items also show in the sidebar, so you can see what is late.

  • Open tasks by due date, with an option to include finished ones
  • Overdue and Client review rows appear in the sidebar when there are any
  • Each client also has a Work tab with just their tasks

From idea to approved

Ask clients to check the work.

  1. 1

    Create it

    Press New task from the Tasks page, a client or a project. Set the title, status, due date, who it is for and a description, then Save task. Nothing is saved until you do.

  2. 2

    Assign it

    Give it to a client, or to Internal to keep it team-only.

  3. 3

    Ask for sign-off

    Set the status to Client Review. The client can approve, request changes or comment.

Details that help

Keep team tasks private.

Internal-only tasks

Quotes, to-dos and reminders for your team. Clients never see them.

Approve, change or comment

Answers land on the task, not lost in an email thread.

AI helpers on a task

Clean up wording, break it into steps, estimate it or draft the client message. You see a preview and choose to apply.

Clean up this taskBreak into stepsEstimate and planDraft a message to the clientAsk for help

Five tiles, on every task page for your team. Clients do not see them.

Questions

Questions about tasks.

Not Started, In Progress, Client Review and Completed. Set Client Review to ask the client for approval.

Yes. Assign a task to Internal and only your team sees it. Clients never do. The Tasks page has an Internal tab for them.

They see Review & respond and can Approve, Request changes or Comment.

Yes. The Tasks page switches between List and Calendar. Calendar shows open tasks by due date, with an option to show completed ones too.

No. It is built for client work: tasks, statuses, due dates, approvals. It does not do Gantt charts, time tracking or dependencies.

On a task page your team can use five quick AI tiles. Clean up this task, Break into steps and Estimate and plan show a preview with Apply, Discard and Regenerate, and change nothing until you press Apply. Draft a message to the client fills the message box for you to edit, and Ask for help opens Brava with the task as context. Nothing is sent until you send it.

What it does not do

  • No time tracking, Gantt charts or task dependencies.
  • Tasks are shared work between you and a client, not a personal to-do app.

Studio and agents

The first draft, already done.

Chase approvals has a nudge ready for any task a client has left in review three days, and Keep next week’s posts ready fills the calendar on Thursday, so your week starts ahead.

See StudioMeet the agents

Keep exploring

More of the client space.

Approvals and contracts

Clients approve work in a click, sign contracts online and see invoices to pay.

Learn more

Messages and files

One chat and one set of files for each client, with the history kept.

Learn more

Meetings

Set up client calls with Google Meet or Zoom links, and Google Calendar.

Learn more

Ask Brava

Find work that needs you, add a client from a website and get drafts to review.

Learn more

Try it with one client.

Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.

Try it free