Use case
Agencies working with clients
Give clients visibility without giving them your whole workspace — shared lists, comments, and intake that lands on your backlog.
Outcomes
What agency leads need
Clear boundaries, fast onboarding per client, and one internal source of truth.
Guest-safe access
Guests see what you grant — not admin settings or unrelated projects.
Client intake to list
Public forms create tasks on a project list; workflow rules route work.
One internal board
Your team runs delivery on the same records clients comment on.
Roles
Project-scoped permissions
Admin, member, limited member, and guest — tuned per client project without cloning your org.
Intake
Requests arrive as tasks
A branded intake form creates work on the right list; status rules assign your squad and notify watchers.
Template
Start from a template
Duplicate structure in your workspace — then rename lists and fields for your client or product.
More use cases
Other teams on Trakitup
Open a client project in minutes.
Start free, no card — seed from the agency client project template.