Outlign, in plain English

Outlign is a process-first project workspace made for creative teams and their clients. It helps you map out how work should flow, keep everyone aligned, and move projects forward with less noise and fewer surprises. Think of it as one calm place where your team does the work and your clients see what matters—without being thrown into your internal chaos. (outlign.co)

Why it matters for your Back Office

• Standardize your process with visual phases, steps, and reusable templates, so every project starts on the same page.

• Create an auditable paper trail with client approvals at key milestones to reduce scope creep and protect margin.

• Centralize comms and files so conversations, decisions, and assets live in one place—easy to find, easy to report on.

• Control access with a clean client view and a deeper internal planning view, keeping sensitive notes and tasks private.

• Plan capacity and time with resource scheduling and optional Harvest time tracking to keep budgets in check. (outlign.co)

• A strong Back Office is about clarity, control, and consistency. Outlign brings that to your day-to-day operations so you can deliver great creative while running a tight ship.

How it works day to day

• You design a clear process (phases and steps) once, then spin up projects from templates in seconds.

• Your clients see a simple progress view with what’s done, what’s next, and where you need their input.

• Your team works in a board-style workspace with tasks, discussions, and delivery notes that guide how to do the work.

• You get approvals at the right moments, locking scope and avoiding back-and-forth.

• You track updates, plan your day, and keep momentum with a personal “Today” list and project-wide console. (outlign.co)

Core features you’ll actually use

• Process templates to start every project right and keep quality consistent.

• Client approvals at phase or task level for crystal-clear sign‑off.

• Discussions and messages on each step—no more scattered email or DMs.

• Assignments and due dates for both your team and your clients.

• Dual workspace: a focused client view and a private agency view in the same project.

• Files and reference docs stored and organized (with generous storage) next to the work.

• Console and updates feed for a top‑down view of progress and what’s changed.

• Board projects for retainers or complex work with lots of moving parts.

• Branding options to make the workspace feel like your agency. (outlign.co)

Built to prevent headaches (and scope creep)

• Make your process visible so clients understand what’s in scope and what’s not.

• Lock decisions with approvals, including who approved what and when.

• Use delivery notes to teach the “how and why” behind each step, reducing rework.

• Keep calm UIs that reduce context switching and keep people focused. (outlign.co)

Client experience that “just makes sense”

• Clients see a clear map of the project, not a noisy internal board.

• They know exactly what you need from them and when.

• Feedback lives with the work, so nothing gets lost.

• You control what’s visible, so internal chatter stays internal. (outlign.co)

Integrations that extend your Back Office

• Harvest (deep integration) to track time at the task level and monitor budgets with solid reporting.

• Zapier to connect Outlign to the rest of your stack and automate admin (e.g., auto‑create Harvest projects when you create an Outlign project). (outlign.co)

Who gets the most value

• Creative agencies, marketing teams, and design studios that want a client‑friendly system without sacrificing internal control.

• Teams ready to codify their process, scale quality, and get out of inbox chaos. (outlign.co)

The business outcome

• Fewer surprises, tighter scopes, and faster approvals.

• Less time herding cats, more time producing great work.

• A clean operational backbone: one place for process, comms, files, tasks, and client collaboration—built for how creative work really happens. (outlign.co)

In short

Outlign gives you a single source of truth for the way your agency works—clear process, tidy communication, and confident client collaboration—so your Back Office runs smoother and your creative output shines. (outlign.co)