What you get
Client approvals by link
Send work for approval as a link. The client approves or asks for changes without creating an account.
Revision rounds
Track Round 1, Round 2, Round 3 on each deliverable, with a history of who asked for each change.
Pitch status
Keep pitches separate from confirmed work with a dedicated Pitch project status.
Payment milestones
Mark milestones as Advance, Part or Final payment, tick them when received, and see every payment due in one report.
Client tags
Tag projects by client brand and filter the whole workspace by client.
Your logo on the workspace
Your agency logo appears in the app your team and freelancers use every day.
How it works
Win the pitch
Track it as a Pitch project.
Plan the job
Set milestones, including advance and final payments.
Make the work
Assign tasks, share files and run revision rounds.
Get sign-off and paid
Send the approval link, then mark the payment received.
Questions
Do clients need a WhaTTask account?
No. Clients open a secure link, review the work and click Approve or Request Changes.
Can I track advance and final payments?
Yes. Any milestone can be a payment milestone. The Payments report shows what is due, overdue and received, with totals and an Excel (CSV) download.
Can my accounts person see payments but not everything else?
Yes. The owner decides who sees payments and billing using separate permissions.
Does it support retainer and fixed-fee work?
Projects can be fixed-price or hourly. Fixed-price projects need no timer.