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Client Collaboration

Good client work depends on sharing the right information at the right time — and keeping the conversation attached to it. Heyweek keeps clients, projects, file

Good client work depends on sharing the right information at the right time — and keeping the conversation attached to it. Heyweek keeps clients, projects, files, and communication connected, so you can give clients visibility without losing control. This guide covers adding clients, using the client view, sharing project info and files, and keeping communication in context.

Add your clients

Clients organize everything you do for the people you work with — projects, files, and invoices all tie back to them.

  1. Open your clients list and add a new client.
  2. Enter their company or contact name and the details you'll need for billing and communication.
  3. Link the client to the projects you're running for them.

Use the client view

The client view is a focused window into the work that's relevant to a client, without exposing your internal details.

  • Open the client view to see the projects, files, and progress that belong to that client.
  • Use it to give clients a clear picture of where things stand.
  • Keep your internal notes and team discussion separate from what clients see.

Share the right project info and files

Sharing deliverables in context beats scattering them across email.

  1. Keep deliverables in project files so they sit next to the work they belong to.
  2. Share specific files or folders with the client when they're ready.
  3. Use the "Shared with me" view to collect everything others have sent your way.

Because files connect to projects and the client view, clients see finished work without digging through your whole workspace.

Keep communication in context

Conversations are easiest to follow when they live next to the work.

  • Use notes and messages to discuss work right where it's happening.
  • Keep decisions attached to the relevant project or file so nothing gets lost in inboxes.
  • Revisit the thread later to see how a deliverable came together.

Next steps

  • Clients — the full reference for managing clients.
  • Client View — control what clients can see.
  • Files — store, organize, and share deliverables.
  • Communication — keep messages and notes in context.