Projects

Manage client projects end-to-end with task boards, deliverables, approval workflows, and built-in communication. Available on the Free plan.

Overview

The Projects app is a complete project management system built for freelancers and agencies. It brings together task tracking, file delivery, client approvals, and communication into one integrated workspace — replacing the need for separate tools like Trello, Monday.com, or Slack.

Who it’s for:

• Freelance designers managing 5-10 client projects simultaneously
• Small agencies (2-10 people) coordinating team workloads
• Creative professionals delivering work in stages with client sign-off
• Developers and consultants tracking project milestones and deliverables

What’s included:

Getting Started

Creating a Project

Project Statuses

Every project moves through these statuses:

Dashboard Overview

The projects dashboard shows:

• Stats cards — Active projects count, total deliverables, average completion rate
• Project list — All projects with status badges, client name, deadline, and progress bar
• Filters — Filter by status (Draft, Active, Completed, Archived)
• Search — Find projects by name or client

Kanban Board

Each project has a built-in Kanban board for task management. Access it from the Tasks tab in the project detail view.

Task Columns

The board has 6 columns representing the task lifecycle:

Creating Tasks

Click the + button at the top of any column to create a task:

Moving Tasks

Drag and drop tasks between columns to update their status. The column order is preserved, so you can arrange tasks within a column by dragging them up or down.

Task Details

Click any task card to open the detail view where you can:

• Edit all task fields
• Add comments for discussion
• Create checklists for sub-tasks
• Attach deliverables to the task
• Track actual hours worked
• View task history

Pin System and Master Kanban

Mark important tasks as pinned by clicking the bell icon on any task card. Pinned tasks appear in the Master Kanban (Overview tab) — a grid-based dashboard showing your most important tasks across all projects with visual status badges.

This gives you a bird’s-eye view of critical work without switching between individual projects.

Deliverables

The Deliverables tab is where you manage files delivered to the client. Each deliverable goes through an approval workflow.

Uploading Deliverables

1. Open a project and go to the Deliverables tab
2. Click Upload Deliverable
3. Select a file (images, PDFs, documents, design files)
4. Add a title and optional description
5. The file is uploaded to private storage with automatic versioning

Supported file types include images (PNG, JPG, SVG, WebP), PDFs, documents, and more. Files are stored in a private Supabase storage bucket with row-level security.

Approval Workflow

Every deliverable follows this workflow:

Upload → Pending Review → Client Reviews → Approved ✅
                                         → Revision Requested 🔄 → Re-upload → ...

File Preview

Click any deliverable to open a full-screen lightbox preview. Supported formats include images, PDFs, and documents. The preview includes navigation controls for browsing multiple deliverables.

Version History

When a client requests revisions and you upload a new version, the previous version is preserved. This creates a complete history of iterations for each deliverable.

Project Canvas

Each project includes a Canvas — a rich text editor for collaborative notes, briefs, meeting minutes, or any freeform content. Access it from the Canvas tab in the project detail view.

Features

• Rich text editor with full formatting toolbar (bold, italic, headings, lists, tables, code blocks)
• Auto-save every 10 seconds with visual indicators:
  • “Saving…” — save in progress
  • “Unsaved changes” — edits not yet saved
  • “Saved at HH:MM” — last save timestamp
• One canvas per project — auto-created on first access
• Uses the same DOCO editor available in other parts of the platform

Communication

The Communication tab provides a built-in messaging thread for each project. Messages are exchanged between the professional and the client directly within the project context.

How it works

• Each project has its own message thread
• Messages appear in chronological order with timestamps
• Both the professional (from the dashboard) and the client (from the Client Portal) can send messages
• Messages are stored securely and linked to the project record

This eliminates the need for external communication tools and keeps all project-related conversation in one place.

Project Sharing

Share projects with clients using public links or email invitations.

Share Links

1. Open a project and go to Settings → Sharing
2. Click Generate Share Link to create a unique UUID-based URL
3. Copy the link and send it to your client

The public link gives the client a read-only view of the project with deliverables and progress. From there, they can navigate to the full Client Portal for interactive features (approvals, messaging).

Email Invitations

1. In the sharing settings, enter the client’s email address
2. Click Send Invitation
3. GoConverso sends a professional branded email with:
   • Project name and description
   • A direct link to the Client Portal
   • Your branding and contact information

Invitation tracking:

Access Statistics

The project settings show access stats including total views, unique visitors, and last accessed timestamp.

Client Portal

Clients access their projects through the Client Portal — a branded, OTP-authenticated interface embedded in your GoConverso website.

How Clients Access

1. Client receives a share link or email invitation
2. They enter their email and receive a one-time password (OTP)
3. After authentication, they see all projects shared with them

Portal Features

The client portal for projects includes:

• Projects list — All shared projects with status, progress, and deadlines
• Deliverables view — Review uploaded files, approve or request revisions with feedback
• Chat — Send messages to the professional directly within the project

Visual Variants

The portal adapts to your website’s template with 3 design variants:

The variant is configured in the Template Editor as a draggable section that you can position on your website.

Client Approval Workflow

From the portal, clients can:

1. Browse deliverables uploaded by the professional
2. Preview files in a full-screen lightbox
3. Approve a deliverable — marks it as complete
4. Request revision — adds feedback and sends it back to the professional
5. Send messages — communicate within the project context

File Library

The File Library is a centralized storage for reusable assets across all your projects. Access it from the Library tab on the projects dashboard.

Features

• Upload files to a shared library (not tied to a specific project)
• Reuse library files across multiple projects
• Search and filter by file name or type
• Integration with Digital Products — import project files into your content library for selling as digital products

Integrations

Client Management (CRM)

Every project is linked to a client record. From any client’s profile in the CRM, you can see their complete project history including:

• All projects (active and archived)
• Deliverables and approval status
• Communication timeline

Staff Management

If you use the Staff Management app, you can assign team members to projects and tasks:

• Assign staff to projects for visibility
• Assign individual tasks to specific team members
• Track workload across the team

Digital Products

Project deliverables and library files can be imported into the Digital Products system through a unified media selector with 3 tabs:

• Content Library — existing digital products
• Projects Library — files from your projects
• Upload New — upload fresh files

Template Editor

The Projects portal section can be added to your website through the Template Editor as a draggable section, just like any other website section.

Plan Availability

Projects is available on all plans with varying limits: