For agencies
One delivery system. A different view for every client.
Link clients, projects and deliverables in an agency app that keeps each client inside their own work and each team on the same records.
Give the work a relational home
Start with connected tables. A shared name in two spreadsheets is not a relationship.
- Clients
- A client record is the anchor for ownership and project relationships.
- Projects
- Link scope, lead and dates to the client commissioning the work.
- Deliverables
- Connect each deliverable to its project, owner and review stage.
Decide who sees what, before the first screen
Groups grant access per table, row, field and action. Every surface follows those rules.
- Delivery team
- Grant consultants the projects they are assigned to.
- Clients
- Grant access only to records linked to their client identity.
- Internal fields
- Keep commercial margins and internal notes outside the client field mask.
Different jobs deserve different screens
The Data grid is the starting point. Interface ideas can be described to the assistant and built over the same authorized data.
- Delivery board
- An interface grouping deliverables by stage.
- Client overview
- A page showing the projects and deliverables the client may read.
- Team Data view
- A grid of assigned work with deadline and owner filters.
Try this as your app brief
“Create an agency delivery app with Clients, Projects and Deliverables. Each client sees its own work. Consultants see assigned projects. Clients cannot read internal notes or margins.”
This is an app design example, not a ready-made template. gtable is a work in progress and not open yet. Explore the product or other use cases.