Treatments and storyboards
Share the creative plan as a PDF with a precise client review path.
For video production agencies
A video project moves from treatment to estimate to approval long before the final cut. EveryTask keeps the client documents that guide production in one well-organized project.
Create a production workspaceOne project free. No card needed.
How this work moves
Video production work depends on a visible agreement about the creative direction, budget, schedule and deliverables. A treatment, estimate, storyboard PDF or production plan may pass through several client decisions before the camera rolls. If those documents live only in email, a requested change can lose the context that explains its cost or impact.
EveryTask gives production teams a client project for the documents behind those decisions. It does not replace scheduling, asset storage or editing tools. It makes the treatment, estimate, approval material and signed agreement easier to review, retain and hand over.
The work around the work
The document set
Share the creative plan as a PDF with a precise client review path.
Keep budget and schedule documents near the agreed scope they support.
Prepare the final production document for signature and retain it with the project.
Where it helps
Upload the PDF into the client project and share one review link, giving the client a direct route to the creative material they need to respond to.
Retain the current estimate and earlier version beside the treatment or scope document, so the commercial impact of a client change does not lose its context.
Once the scope is settled, prepare the agreement, assign its signing fields and retain the finalized record next to the documents that led to it.
The agency flow
EveryTask does not replace the work. It gives the client document a place to move through it.
Give the treatment, estimate and client paperwork a shared production home.
Upload the storyboard or treatment PDF and keep the current version clear.
Send a direct review link for the client to respond to the intended document.
Send the settled agreement for signature and keep the finalized copy in the project.
What changes
The treatment, estimate and agreement can be found in the same client record.
A link directs them to the current document rather than a choice of email attachments.
The final agreement remains alongside the earlier documents that shaped it.
Questions, answered
Yes. Send a review link to the selected PDF and the client can open and respond without workspace-account setup.
Yes. A client project can hold both generated documents and uploaded PDFs, along with their revisions and later agreement.
No. It is for the client document workflow around production: treatments, estimates, approvals, agreements and finalized records.
Yes. Prepare the final document with fields, assign the recipient and send the request from the project.
Ready when you are
Create a free workspace, then add the first client project when the work is ready.
Create a production workspace