Manage everything in one place

Vault questions help clients focus

Help your clients express what they need in their new website with questions tailored to what your company provides.

Get all your answers up front to avoid surprises and scope creep throughout the project.

Customize plan features for each vault

Add features from your pre-populated template within each vault so your client can indicate the features they want included in their web project. Each project vault can be customized.

Edit content on the site map page

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Gather content for each page entry using the WYSIWYG editor. Clients can simply drop in content and format everything so your team knows what they envision for their page. Then, you can design it the correct way! But, at least you will know what they are thinking. :) 

Verify page features, content, files and tasks

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You’re almost ready to build a beautiful website. Verify that your clients and team members have completed tasks, plus added all the content and files needed to build their site. If the content and files have been received, then click the “verify,” button, but if not, click the “reject” button and communicate which items are missing.

Add files to the site map pages

The client can upload files your team needs for a specific page entry and your team can upload wireframe or design files for a page entry so that the client can give their approval.

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Manage permissions and users

Add team members and assign them a specific role. Owners have access to every part of the app, Project Managers have access to everything but the subscription page and Site Builders have limited access to what they can see and do within your company’s vaults.

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Launchpad overview pages

Quickly see the state of each project. Navigate to your template questions and features. Create new vaults or add team members.

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Profile preferences and settings

Manage your email preferences, plus update your gravatar and profile information.

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Create verification tasks

As the Owner or Project Manager, create tasks for yourself in the Verify section prior to accepting that any given page is complete.

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Vault questions help clients focus

Help your clients express what they need in their new website with questions tailored to what your company provides.

Get all your answers up front to avoid surprises and scope creep throughout the project.

Manage your vault invitations

Invite clients into their project vault to go to work on their website project.

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Customize the focus questions template

Create a baseline set of questions needed for your particular niche, business or sector. You can globally customize the questions for each vault through this template. The questions will automatically populate when a new vault is created. 

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Customize feature list template

Create a template of features to automatically populate within each vault, so your clients can select their website feature wishlist.

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Archive completed projects

Finished with a project? Archive it. You can always make it live again. Archived vaults do not affect your subscription’s vault quantity.


Overview of vault activity

Quickly review what’s happening in your project vaults. See the items which have been created, submitted or commented on within the app by your team and your clients.

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Customize focus questions for each vault

You may not need to ask all the questions from your pre-populated template. Add, delete or edit questions within each vault to drill down on what your client envisions for their site.

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Customize plan features for each vault

Add features from your pre-populated template within each vault so your client can indicate the features they want included in their web project. Each project vault can be customized.

Leave comments and communicate

It’s all about communication. Discuss the finer points of a specific feature your client is requesting, or find out more information about their page content. Get feedback and approval from clients. Stay connected with the team.

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Create the site map and UX architecture

Build the website architecture. Just drag-n-drop to setup hierarchy, add/delete pages or rearrange until it’s just right. 

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Edit content on the site map page

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Gather content for each page entry using the WYSIWYG editor. Clients can simply drop in content and format everything so your team knows what they envision for their page. Then, you can design it the correct way! But, at least you will know what they are thinking. :) 

Associate features with site map pages

Features that have been selected within the vault’s Plan section can be “associated” with specific page entries on the site map. This helps eliminate communication ambiguities and manage scope creep.

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Verify page features, content, files and tasks

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You’re almost ready to build a beautiful website. Verify that your clients and team members have completed tasks, plus added all the content and files needed to build their site. If the content and files have been received, then click the “verify,” button, but if not, click the “reject” button and communicate which items are missing.

Gather content and minimize excuses

Give clients a place to develop and keep content in the “unlinked content” area, even if their not sure where it will go on the site. “Associate” it with the correct page later. This definitely helps keep clients moving forward on their work and helps minimize the excuses. 

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Create detailed task lists

Rapidly create tasks lists for each page entry on the site map for clients and team members. Include due dates to keep the project moving forward.

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Reject or verify finished pages

When a page is complete, your client can submit for verification. If all content is finalized, you can select “Verify” to accept the complete page. If content or tasks are not completed, select “Reject” and request the missing elements. 

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