3connected sheets
6ready-to-use views
8workflow rules
6optional examples
SHEET 1
Clients
People and organizations you deliver work for.
| Name | Contact email | Owner | Projects |
|---|---|---|---|
| Northstar Studio | hello@example.test | Unassigned | Brand discovery |
| Evergreen Co. | team@example.test | Unassigned | Launch support |
Fields and views included
NametextContact emailemailOwnerpersonProjectsrelation
All items (table)
SHEET 2
Projects
Agreed outcomes and budgets connected to the client.
| Name | Status | Owner | Budget | Start date | Due date | Client | Deliverables |
|---|---|---|---|---|---|---|---|
| Brand discovery | Active | Unassigned | $4,800.00 | 2026-09-21 | 2026-10-19 | Northstar Studio | Discovery presentation |
| Launch support | Planned | Unassigned | $3,200.00 | 2026-10-12 | 2026-11-02 | Evergreen Co. | Launch checklist |
Fields and views included
NametextStatusstatusOwnerpersonBudgetnumberStart datedateDue datedateClientrelationDeliverablesrelation
All items (table) · Timeline (timeline)
SHEET 3
Deliverables
Scope, review, completion, and the next billing handoff.
| Name | Status | Scope | Owner | Reviewer | Agreed fee | Due date | Billing readiness | Project |
|---|---|---|---|---|---|---|---|---|
| Discovery presentation | Draft | Present research themes and three positioning directions. | Unassigned | Unassigned | $1,800.00 | 2026-10-05 | Not ready | Brand discovery |
| Launch checklist | Draft | Document owners, dependencies and the launch-day plan. | Unassigned | Unassigned | $1,200.00 | 2026-10-19 | Not ready | Launch support |
Fields and views included
NametextStatusstatusScopelong textOwnerpersonReviewerpersonAgreed feenumberDue datedateBilling readinessselectProjectrelation
All items (table) · Board (board) · Calendar (calendar)
Connected from the start.
- Projects connects to Clients through Client
- Deliverables connects to Projects through Project
Overview
- Recordsmetric
- Due next 7 daysmetric
- Overduemetric
- On the horizonagenda
- Needs a datemetric
- Projects by statusdonut
- Records addedline
Client delivery brief
- Executive summarytext
- Recordsmetric
- Total budgetmetric
- Activemetric
- Projects by statusdonut
- Records addedline
- What matters nexttext
- Projectstable
Make it yours.
A practical path from planned deliverables to approved, completed work.
- Billing readiness is an operational tracker; no invoices are sent, payments collected, or accounting connection created. The helper starts paused and requires review.
- Assign an internal Reviewer. External client approval links are not part of this setup.
These previews use fictional examples from the same catalog as the app. Example records are optional when installing. You can rename fields, adjust views, and add your own work afterward. Templates are included in every planned launch plan.