Discovery briefs
Keep the goals, audience and constraints visible throughout the brand project.
For branding agencies
Keep the brief, brand direction and approval in one story.
Brand work asks clients to make lasting decisions. EveryTask gives the brief, direction deck, client review and final agreement a shared home from the first workshop onward.
Create a branding workspaceOne project free. No card needed.
How this work moves
A brand decision needs more context than an emailed deck.
A branding engagement begins with discovery and becomes real through a series of client documents: the brief, proposal, positioning summary, brand direction deck and final agreement. Each one explains the next. When they are disconnected, client feedback can become a reaction to a visual without the rationale, scope or original goals that give it meaning.
EveryTask keeps those documents together as a project record. It lets the agency share the direction PDF selected for review, retain the versions that came before it and keep the final engagement document close to the brand context. The design tools remain where they are. The client decision record becomes much easier to follow.
The work around the work
The document is not the problem. Where it goes next is.
- The client reacts to a brand direction deck without the original brief in view.
- A later handover cannot show which direction was actually approved.
- The proposal and final agreement do not stay connected to the work they govern.
The document set
The client work you need to keep together.
Direction and strategy decks
Share the current brand PDF for a focused client response and clear revision record.
Proposals and agreements
Set the engagement scope, then keep the signed result connected to the discovery work.
Where it helps
For the documents behind a clear brand decision.
Keeping discovery and direction connected
Start a client project with the brief, then keep the direction deck and later approval copy beside the initial goals the agency is solving for.
Sharing a direction deck for review
Send the client a simple review link to the selected PDF. Feedback can stay attached to the current direction rather than getting split across decks and messages.
Retaining the approved brand record
Save the version that the client accepted and keep the proposal, agreement and earlier context ready for an extension or returning stakeholder.
The agency flow
From working document to finished record.
EveryTask does not replace the work. It gives the client document a place to move through it.
- 01
Create the brand project
Bring the brief, scope and client documents together from the beginning.
- 02
Prepare the direction deck
Upload the current PDF or create a supporting proposal from a reusable template.
- 03
Ask for client approval
Share the document directly and keep the client response near its source.
- 04
Preserve the agreed direction
Retain the approved version and send the final agreement for signature when required.
What changes
A client project is more than a folder.
Discovery remains visible
The brief can stay beside the client decisions it was meant to guide.
The approved direction is clear
A project retains the version and response that moved the work forward.
A stronger client handover
The commercial and creative documents remain in one coherent record.
Questions, answered
EveryTask for branding agencies
Can a client review a brand direction deck without an account?
Yes. A review link gives the client access to the selected document without requiring them to create an EveryTask account.
Can we keep discovery briefs and direction decks together?
Yes. Create a client project and store the brief, proposal, uploaded PDFs and later approved document in the same place.
Does EveryTask replace a design tool?
No. It gives the client-facing document workflow a reliable home for review, approval, signature and the final record.
Can we sign a branding engagement agreement from the project?
Yes. The final agreement can be prepared with signing fields and sent from the client project.
Ready when you are
Give the next client document a place to go.
Create a free workspace, then add the first client project when the work is ready.
Create a branding workspace