Workflow

A table per client, with a view they can open.

Give each client a table: the tasks, their deadlines, the brief and the hours. Share it with them as a Viewer, and they see where things stand without a status email.

In the appFor freelancers and consultants.

What you need

The Team plan

Sharing a table needs it. Only you pay; the client pays nothing.

The client's email

They get an invitation, and sign in to open the table.

The steps

Set it up once.

In the app, on the Team plan

  1. Add a table for the client on the day you work for them. In its settings, untick Don't track time.
  2. Give each task its deadline with the clock beside it, and put the brief and the links in the table's Notes.
  3. Share the table with the client as a Viewer: they see this table, and only this one, and change nothing.
  4. Start the timer as you begin a task; completing it logs the time. The week view adds the hours up.

What it costs. No credits: tables, time tracking and sharing are part of the plan.

Notes like these

Brief: refresh the homepage and the pricing page. First draft by Friday. Contact: Dana. Files: the brand guide and last year's copy, in Docs.

What you end with

One table the client can open, and you work from.

You keep working in it as you always do. The client sees the same tasks, deadlines and progress, as they change.

Acme · website refreshThursday 12 November · 2 of 5 done · 3h 20m
  • Homepage first draftFri 5:00 PMHigh
  • Pricing page copyHigh
  • Collect the new photos, doneMedium
  • Check the forms on mobile, doneMedium
  • Send the invoice for OctoberLow

What it costs

In the appNo creditsPart of the Team plan.

Your plan includes credits every week: 35 AI credits and 100 Integration Credits on Individual, 70 and 300 on Team.

Make it yours

Let them comment

Invite them as a Member instead, and they can add comments and tick tasks too.

Retainer work

Set the table to repeat on the days you work for them, and each of those days gets a fresh copy.

The hours for an invoice

Ask AI Review for the hours by client, for the month you bill.

Questions

Does the client pay?

No. On the Team plan only you pay, and the people you invite pay nothing.

What does a viewer see?

The table you shared, and only that one: its tasks, progress, notes and comments. A viewer reads and never writes.

Can I stop sharing?

Yes. Remove them from the table, and their next request is refused.

Next

Set up your first client table.

7 days free, with no card.

Start free trial