Every project, its stage, and what is due next.
Workspace is the part of TRAi Engage where your engagement lives: projects and milestones on a timeline, the shared files, the whiteboard, and the channels you have connected.
Briefs, approvals and deliverables move through the portal, not an inbox.
What is in Workspace
My Projects
Every engagement, its stage, its milestones and its deliverables, laid out on a timeline.
Files
The shared documents for the account, kept with the account instead of attached to an old email.
Whiteboard
A shared board for working sessions, saved where the rest of the work is.
Connections
The channels and accounts you have linked to the platform, in one list you can check.
We work in the same view you do
GrowthOS is not a dashboard bolted onto an agency. The account team and you work from the same record, so the timeline you open is the one we are working against. When you want to know where something sits, you look — you do not ask.
How a piece of work moves
The brief goes in the portal
Scope and context sit on the project, not in a thread somebody has to forward.
Work appears against the milestone
Deliverables land on the timeline as they are produced, with the stage they are at.
You approve in the portal
Approvals happen where the work is. Nothing publishes without a client yes.
Also in here
- A link and QR code builder for campaigns, so print, trade shows and email all point somewhere you can track.
- Files shared both ways — what we produce and what you send us, in one place.
- The whiteboard from the last working session, still there when you come back to it.
For whoever owns the accounts
Channels connect once, under Connections, and they stay your accounts. Nothing is re-keyed into a system you cannot see, and you keep the list of what is linked in front of you.
Want to see it with your own projects in it?
We will walk you through Workspace and the rest of TRAi Engage, and show you what your first engagement would look like on the timeline.