The Workflow

From first draft
to final approval.

A seamless 10-step system designed to remove friction, clarify feedback, and help agencies move creative work from review to sign-off without chaos.

01

Create Your Project

Kick off collaboration in seconds. Set up a dedicated workspace for your client, define the scope, and create the home base for every file, comment, revision, and approval.

add_circleNew project dashboard
Project creation dashboard
02

Add Tasks

Break the project into clear deliverables like homepage review, pitch deck, paid ads, or final QA. Each task becomes a focused review thread for one piece of work.

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03

Upload Files & Share Live Links

Whether it's a PDF, image, live staging URL, or final asset handoff, TryApprove keeps every reviewable item inside the same workflow.

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link
movie
Branded client portal preview
04

Share Your Branded Client Portal

Clients get a polished review experience that feels like an extension of your agency. You share one secure link, and they land directly inside the work.

  • check_circleCustom branding and portal identity
  • check_circleMagic-link access with no login friction
05

Collect Clear Feedback

No more vague feedback like "make it pop." Clients pin comments exactly where they mean, so your team always knows what needs to change.

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"Could we change this emerald to a slightly deeper shade?"

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"The transition at 0:45 feels a bit rushed."

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"On mobile, this button overlaps the footer text."

06

Revise Without Duplicates

Keep revisions inside the same task instead of creating messy duplicates. The discussion, feedback, and history all stay connected to the same deliverable.

07

Track Every Version

Toggle between v1, v2, and the latest revision instantly. Clients and agencies can compare progress without losing context or relying on memory.

Version HistoryActive
historyVersion 3 (Latest)
Today, 2:14 PM
historyVersion 2
Oct 12, 11:05 AM
historyVersion 1
Oct 10, 9:20 AM
08

Get Approval Faster

One-click sign-offs make approvals explicit, timestamped, and easy to track, so nothing gets buried in inboxes or forgotten in a call.

09

Keep Everyone Aligned

Status updates, comments, revisions, and approvals all stay in one place, so clients, creatives, and project managers work from the same source of truth.

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94%

Faster turnaround reported by teams using structured review and approval flows.

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10

Deliver With Confidence

Once approval is locked in, deliver final assets through the same portal and keep a clean, auditable record of every decision that got you there.

Ready to transform your approval process?

Join agencies and freelancers using TryApprove to review work faster, reduce confusion, and keep every approval moving forward.

Creative team at HB Works
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"TryApprove has cut our feedback cycles in half. Our clients love the portal, and our team loves how clear the process feels now."

Harry, HB Works