Glossary

These terms appear across FeatValue. Each entry is the product meaning, with a link to the docs page that explains it.

Terms

Agency
Your company after self-signup. FeatValue treats you as a service provider that serves clients. The terms agency and service provider are used interchangeably. See What is FeatValue.
Apps
The sidebar area where you connect project-management and time-tracking tools. See Connecting apps.
Client
A company you serve. It is linked to your agency; its people are contacts of that company. See Clients.
Client review
A workflow toggle on a status. When a task enters that status, the client accepts or rejects the work. See Client review status.
Co-owner
An extra company on a project with the same access as the client. The setting needs Pro. See Roles and access.
Complete setup
The sidebar checklist after the wizard. It stays until every first-step item is done, then it hides. See Setup checklist.
Contact
A user of a client company. People sign in to the same app and see a client menu. See Inviting contacts.
Premium project
A project slot that can use its own workflow, extra task fields and full time planning. Limits follow the company plan. See Premium projects.
Pro vs Premium
The UI plan name is Pro. Internally FeatValue stores that plan as premium. A premium project is a project slot, not the company plan. See Plans.
Project
The container for tasks, reviews, documents and planning that your agency shares with a client or owns itself. See Projects.
Service provider
Another company that works on a project with you. The app also labels this role Service Worker. The terms service provider and agency are used interchangeably. See Roles and access.
Sprint
A time-planning period with a capacity. You use sprints to place work in a week or similar interval. See Sprints.
Status
One step on a workflow, such as open work or review. Toggles on the status tell FeatValue what the step means. See Status.
Task
One piece of work in the portal. Clients comment, attach files and accept it without your project-management tool. See Tasks.
Theme
The whitelabel look of the portal: logo, colors and menus for clients and providers. See Whitelabeling.
Time entry
A recorded duration on a task or project, typed in FeatValue or imported from a time-tracking app. See Time entries.
Time planning
How FeatValue places work into sprints, capacities and timelines. Full planning needs a premium project. See Time planning.
Transition
The named move from one status to another. It is the button people click on a task, such as Start review. See Transitions.
Workflow
The set of statuses a task can move through. Individual workflows need a paid plan and a premium project to assign. See Workflows.

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