Expand and Collapse stage - Audit trail

This feature enables users to expand and collapse a completed stage, providing them with a comprehensive audit trail of activities and events that occurred during a specific stage. This includes tracking when previews have been shared, reminders have been sent, client rejections of previews, revision rounds, additional revision rounds, and, ultimately, when the stage has been approved.

Detailed guide:

Are you a creative agency, production studio, or service delivery manager looking for a way to streamline your projects? Planeolo is here to help you stay within scope, deliver projects faster, and manage clients with ease.

Features:

Client Portal: Offer your clients a portal to view and interact with current projects, review their status and actions required, and revisit archived projects along with their deliverables.

Interactive Timeline: Visualize the entire production process in a client-friendly manner. Keep track of revision rounds, send updates to your clients, set feedback deadlines, and provide an audit trail of the entire agency-client interaction during any given project.

In-depth Analytics: Monitor how long clients take to provide feedback, how many revision rounds they require, where projects get stuck, production duration, and client satisfaction.

Workflow Builder: Customize Planeolo to your existing workflows. Using a drag-and-drop workflow builder, you can build your workflow templates from scratch, use existing templates, or mix both.

Email Templates: Send personalized project updates, follow-ups, and reminders with a few simple clicks, avoiding the need to pull information from multiple platforms and manually type repeated emails.

Why Choose Planeolo?

Developed by creative industry professionals, Planeolo aims to reduce repetitive tasks, control client revision rounds, automate follow-ups, keep clients up to date, and uncover wasted resources. Whether you're looking to cut repetitive tasks, reduce revision rounds, or stay within scope, Planeolo has the tools to make your creative process more efficient.