More success in the agency business with the FeatValue client portal and Workast

With the FeatValue integration, you can better integrate your clients into your project management while working in your familiar Workast environment.

Connect Workast with FeatValue

FeatValue: Simple, clear customer portal with all necessary functions

Your project management software: Complex workflows with many views, filters and settings

FeatValue UI

Configured in just a few steps

Instructions

Copy API token from Workast

First you need an API token from Workast. You can create this via Your name > Preferences > Api > "Create API token". Copy the API token you have created and paste it into FeatValue in the next step.

Enter API token

On this page you can enter the API token from FeatValue to grant access to your Workast account.

Registration with FeatValue

After you have authorized yourself, you will be redirected to FeatValue. There you can create a FeatValue account. Your FeatValue account will be linked automatically.

E-mail verification

Welcome to FeatValue!

Now you've done it! You can now invite your clients and work with them. To do this, click on "Create client":

Create client

FeatValue was developed for collaboration with the client.

Create project

Each client can have several projects. You can create a project by clicking on "Create project".

The project was created in Workast

After you have created the project, it has already been created in Workast.

Create task

This completes the configuration. You and your clients can now create tasks in FeatValue.

Once the task has been created, it also appears in Workast.

Review process

If your client changes the priority in the meantime or leaves a comment, this is transferred directly to Workast. As soon as you have completed the task, you can set it to completed in Workast.

Your client will be notified by e-mail and can check the task in FeatValue:

The task can be accepted or rejected.

If something is still missing, the task is reopened in Workast. If everything is OK, the task is also closed in FeatValue and the work is done.

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