Usage Examples

is used by web designers in many different ways due to its flexibility. Below are some of the ways web designers use CollabTRAK to manage projects.

1) Professional design project collaboration

Recommended Edition: Professional Edition
CollabTRAK Professional Edition is secured via SSL, has task management features, and is customizable to match your website and/or company colors. All CollabTRAK branding is removed as well. This attention to detail makes a great professional impression on clients, especially on medium to large projects. The Professional Edition is also perfect for design team collaboration. Assign tasks, track hours, and view task statuses amongst the whole project. You can send and receive mock-ups, project files, and deliverables to your clients for their approval. Engage in live chat sessions or simply send notification emails from within CollabTRAK. Your clients can even request new projects right from their account. This provides built-in opportunities for future work.

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2) Design project where the client will pay you online

Recommended Edition: Free or Professional
CollabTRAK accounts are automatically setup to accept PayPal (Visa, Mastercard, American Express, Discover, PayPal payments, and e-checks) securely online from your clients. Once logged in, your client simply clicks on Payment to make a payment to you. Your clients are able to send you payments at any time, of any amount, and for any reason (project deposits, partial payments, full payments, etc). You and your client will receive payment notifications and receipts from PayPal.

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3) Basic design work or basic shared project

Recommended Edition: Free Edition

CollabTRAK Free Edition is useful when you have a personal design project that may or may not need project collaboration. The designer can also record important project information as Project Notes within CollabTRAK. Using this example, the designer now has a complete repository for project information that a client or another designer can be given access to.

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4) Ongoing design project work such as maintenance

Recommended Edition: Professional Edition
Keep your clients up-to-date by listing hours worked and status for each project task performed. This is especiallly helpful during post project maintenance. Use this feature to track and manage billable or non-billable hours for tasks.

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5) Easy way to store and share project files

Recommended Edition: Free or Professional
The Professional Edition has enhanced file management functionality that allows you to select any user to share files with, including clients. You can also include a file description and assign your files to specific projects. Designers and clients can view previews of image files right from CollabTRAK before downloading or opening the files. Finally, each file upload is time and date stamped for easy tracking. Using the Free Edition you can upload project files to yourself or share with other designers (not clients).

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6) Provide controlled client contact and support

Recommended Edition: Free or Professional
Have a client that needs to see the whole design project as it progresses? With CollabTRAK your client contact is effectively managed by you, via the tools provided. This allows you to focus on your work and easily keep the lines of communication open with your clients. You are also further empowered to provide ongoing customer support via CollabTRAK after your design work is done. Give your clients access to CollabTRAK and they can contact you via project notes, email, and even send you files to view.

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7) Simple way to organize all your projects

Recommended Edition: Free or Professional
Document and organize all your design projects in one location for easy access. Each project and individual task is date and time stamped with useful information such as: status, type, owner, and project target date.

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8) Multiple designers assisting with design projects

Recommended Edition: Free or Professional
Since CollabTRAK features unlimited users, you can add as many other designers or clients to your account as necessary. Besides communicating via Project Notes; designers can engage in a live chat session with a client, another designer, or send messages via email. With a CollabTRAK Professional Edition account, designers can also upload files, include file descriptions and share the file with a specific user. The Professional Edition also features task management which is ideal for team projects.

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