Help docs
Short guides to Workhouse — one set for the agencies running the work, one for the clients they invite in.
For agencies
Running your workspace: clients, sharing, approvals, reports, and your team.
- Setting up your workspaceName, branding, member defaults, and the AI model.
- Adding your first clientCreate the client, a project, and their portal logins.
- Sharing work with clientsThe visibility model: internal until you share it.
- Requesting approvalsClient sign-off and internal reviews, with snapshots.
- Sending status reportsGenerate a draft from real activity, edit, send.
- Triaging client requestsAccept into a task or decline with a reply.
- Your team and rolesInvites, built-in roles, and custom permissions.
For clients
Working in the portal your agency invited you to.
- Getting started in your portalA tour of your home page, board, tasks, and inbox.
- How approvals workApprove, request changes, or decline — right on the deliverable.
- Inviting your teamHow teammates get invited and what they'll see.
- Submitting a requestSend a request and track it from pending to accepted.
- Action items and checklistsThe two kinds of to-dos and what checking them off does.
- Comments and discussionsTask comments vs. the Discussion feed — and when to use each.
- Your dashboardReading the charts and customizing your layout.
- Managing your notificationsInbox, email delivery, and per-task watch or mute.
- Rating finished workStar ratings on done tasks and why they matter.