Discovery briefs
Turn the first conversation into a document the whole project can reference.
For creative agencies
Make client approval part of the document, not a scavenger hunt.
Creative work moves through a series of documents: the brief, proposal, review copy and agreement. Keeping their history in one project makes the work easier to hand over and safer to finish.
Create a creative workspaceOne project free. No card needed.
How this work moves
Creative direction is easier to protect when the brief stays visible.
Creative agencies make decisions across a chain of documents: a discovery brief frames the problem, a proposal sets the engagement, a concept or approval PDF captures the work in progress, and an agreement records the commitment. When those files separate, the team loses the context that explains why the work looks the way it does.
A client project keeps the document record attached to the creative process without trying to replace the production tools. It helps a strategist, creative lead or account manager see the brief, current version and client response together, especially when a project changes hands or a client asks to revisit an earlier decision.
The work around the work
The document is not the problem. Where it goes next is.
- The brief gets lost by the time the client approves the creative direction.
- People agree in email, then the team cannot point to the exact version they saw.
- A handover starts with asking which document is current.
The document set
The client work you need to keep together.
Creative proposals
Share scope and terms without separating the proposal from its feedback.
Approval PDFs
Keep the version, response and final decision together for future context.
Where it helps
For the documents that hold creative context together.
Keeping discovery visible during approval
Store the original brief with the concepts and approval copy so the team can connect a client comment or requested change back to the problem the work was meant to solve.
Sharing a concept for a clear response
Use a review link for PDFs that need client reaction. The conversation can stay tied to the selected document rather than being reduced to unstructured messages and screenshots.
Handing over a live client record
When a colleague joins or inherits the account, the project provides a useful starting point: brief, proposal, current document, previous versions and the client-facing decision trail.
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 working document
Start from a brief or proposal template, or add the client’s existing PDF.
- 02
Keep the team work together
Use the client project as the home for the document and its versions.
- 03
Collect the client response
Use a review link when the client needs to comment or make a decision.
- 04
Move to the next commitment
Revise, send for signature where needed, and keep the final document with the project.
What changes
A client project is more than a folder.
Context survives handover
A teammate can see the brief, current document and prior versions in one place.
Approval has an object
The client response is attached to a specific document, not an ambiguous email.
A calmer path to signature
The agreed document can continue directly into the signing step.
Questions, answered
EveryTask for creative agencies
What creative documents can we keep in a client project?
A project can hold uploaded PDFs and generated documents such as briefs, proposals, approval files, contracts and the final record for the engagement.
Can clients comment without using a new portal?
Yes. A client review link gives the client access to the document being discussed without requiring them to create an EveryTask account.
How does this help creative handovers?
The client project keeps the brief, document versions, feedback and later agreement together so a teammate has context rather than only a folder of files.
Is a client comment the same as final approval?
No. Review is for feedback. When a document needs a clear decision, use the approval step, and use signature when the final agreement needs to be executed.
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 creative workspace Beta