Help Center › Clients & Projects
🗂️ Clients & Projects
Client records, sprints, tasks, deliverables, content and links.
Clients & Projects▶ Includes video
Projects, sprints, tasks and deliverables explained
The hierarchy Agency OS uses for client work and how to run it from the Tasks and Deliverables tabs.
Clients & Projectsfrom the Help Center
Running content production from the Content tab
A production kanban per client, from topics to published, with subtasks and owners.
Clients & Projectsfrom the Help Center
The Links tab is empty
Links live in the app now. Add rows on the client's Links tab or assign them from the master Links list; no spreadsheet needed.
Clients & Projectsfrom the Help Center
Sharing a read-only report with a client
Create a public report link, choose which sections appear, and optionally protect it with a passcode.
Still stuck?
Send us the details and a real person will get back to you within one business day.