WillowSpace offers two key ways to track your project progress: Milestones and Tasks.
1. Milestones (Client-Facing)
Milestones represent the major phases or stages of a project. For example, a brand designer might use:
Onboarding
Brand Strategy
Brand Design
Finalize Files
Offboarding
Milestones are:
- Saved as templates so you can reuse them across projects
- Visible to clients via their portal
- Connected to a progress bar that fills in as milestones are completed—keeping both you and your client aligned on project status
2. Tasks (Internal or Assigned)
Tasks are detailed to-do lists within a project or in your WorkSpace. You can use them to manage as much or as little detail as you like.
- Tasks are not visible to clients
- You can assign tasks to other team members in your account if you want them to receive reminders and see tasks in their own WorkSpace
- Tasks can be created, edited, and checked off directly in the Project view.
Milestones keep your clients in the loop. Tasks help you (and your team) stay on top of the details.