Getting started

Your first project, in five minutes

A client, a project, a plan, and the first version your client sees.

Press New project, pick or type the client, say who approves, and name the project. It opens on the plan.

Say what the work is and press Draft the plan: Ask Studio writes the phases and features for you to use, draft again or change — never the prices. Or start blank, from a template (Website, App, Branding) or by copying a past project. Write each phase’s features — Enter adds the next line — and its price. Then press Send plan: your client gets one email with the whole plan and one button.

Then share a version

Once the plan is approved, press Share version, paste your staging link and say what changed. Your client opens it and comments right on the page, and every comment arrives in your Inbox.

Tidying up

The ⋮ menu on a project, in Projects or on its page, renames, duplicates, archives or deletes it. Archiving puts it in the Archived tab with everything kept, and Undo brings it straight back. A project your client has approved work on can only be archived, because that approval is on the record.

Was this useful?