Studio is where your agency organizes client work. Your team uses it to create projects, assign work, and decide what clients can see in Portal.
Where to start
- Create your account, verify your email, and choose Community or Studio.
- Set up your workspace with your agency’s details.
- Invite your team so coworkers can join you.
- Add a client and create a project.
To practice before setting up client work, try a project workflow with an internal project, an action item, and a milestone.
The main areas
- Projects hold the plan, files, updates, and work for a job.
- Action Items show who is doing each task and when it is due.
- Clients holds client details and Portal access controls.
- Workspace Settings holds your agency’s details, team access, and Watson subscription.
Portal is the separate view clients use. Your team controls what appears there. See What clients see in Portal when you need to help a client find something.