Run successful client engagements

The keys to happy clients: on-time, on-budget, and efficient collaboration.

built by the world’s fastest moving teams

Templates for all teams

Quick-start any type of project in Hive with our 100s of templates.

Customer Management

If you’ve got multiple customers and layers of communication, use this template to streamline your assets, deliverables, and comms.

Template includes:

Actions & Subactions
Custom statuses
Priority levels

Account Management

Ideal for teams looking to manage multiple different accounts, clients, or project in one centralized location.

Template includes:

Actions
Labels
Priority levels

Team Project Handover

Ensure your organization and teams are all on the same page with this template, built to ensure consistent communication.

Template includes:

Actions
Milestones
Priority levels

Short Term Client Campaign

Plan out shorter term client commitments with this template in Hive, which will help your team stay on track and accountable.

Template includes:

Actions
Priority levels
Milestones

lay the groundwork

Structure your projects and tasks

To get your client projects or campaigns started, you’ll need to create a base structure in Hive.

task planning

Populate your projects

Once you’ve got your project framework, you’ll need to put together your task timeline and staff your projects.

TOOLS

Features for client success

Set project expectations

Use Projects and Project Navigator to identify ongoing projects, report on status, and manage timelines.

Stay in touch

Use direct messages, group chats, or team updates to send relevant information along about projects and tasks.

Team activity overview

Access the workspace activity page to better understand how projects and timelines are progressing.

Client access portal

Give clients access to any documents or materials that need approval through our Proofing & Approvals app.

Auto-track time

If you track time and bill by hours, time tracking will allow you to track time on tasks with one click. Go about your daily routine and check back in once you’ve completed the task.

Share project progress

Export project plans, views, or share overall milestones in Hive with your clients. Report on high-level metrics.

track time and resources

Allocate resources and track time by project

Whether you’re resourcing yourself and your team by project or task, use Hive to understand allocation, trends, and identify gaps. Gather data to bill clients efficiently.

plan ahead

Glean insights & plan for the next project

Once you’ve tracked time and manage timelines across one client project, there will likely be another right around the corner. Leverage the work you’ve already done.

integrations & workflows

Run your entire organization from Hive

Connect your favorite apps to Hive and automate the flow of information across your entire client team.

What our customers our saying

“As a marketing-related company, the flow process of our campaigns are completely organized by Hive. We can measure productivity more specifically and are enjoying the platform as a whole.

Maselli Paiz R,
General Manager

“Keeping track of where each project is at, where we are in the timeline, when things are due, it was all a very manual, opaque process.”

Joshua T,
Senior Director

“Hive allows our team to customize our workflow. It also has several tools and features that help us individually organize and optimize our goals and plans.”

Alex S,
Operations Coordinator

Run successful client engagements

Templates for all teams

Customer Management

Account Management

Team Project Handover

Short Term Client Campaign

Structure your projects and tasks

Populate your projects

Features for client success

Allocate resources and track time by project

Glean insights & plan for the next project

Run your entire organization from Hive

What our customers our saying

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See for yourself why successful teams use Hive