Tutorial-style walkthroughs that take you from sign-up to a branded client portal and a working review flow.
Register, finish or skip the wizard, work through Complete setup and open the dashboard of your first portal.
Install a project-management app under Apps, grant access and import clients and projects. Skip if the wizard already did it.
Create a client company, add portal contacts and optionally a default project so your first customer can sign in.
Clone a workflow, enable the Client review toggle and keep the Start review transition so customers can accept work.
Set colours, logos and the client menu in the Whitelabeling modal. This needs the Starter plan or higher.
Invite colleagues under Users and see how a company admin differs from a regular user in the team.
Show clients the schedule from the waterfall timeline or manual sprint planning before automatic sprints take over.
Connect a time-tracking app under Apps, then check imported hours in the Time Tracking list.
On Pro, open Reporting, add a widget in three steps and watch open work, reviews or budget.
Upload a PDF in Documents, collect comments and, on Pro, fill forms and collect signatures.
On a premium project, connect time tracking, choose Sprints (automatic) and open the sprint board.
Set a client budget, enter capacity for each sprint and record cuts on premium projects with automatic sprints.
For clients: sign in to the FeatValue client portal and open tasks or documents.
For clients: open a task in review, read your agency’s hint, then approve the work or request a revision.