Agencies Workflows
Agencies Workflows is the cross-cutting lane: how delivery, account, and leadership teams use EShopSet when the work is not owned by a single app category—intake, status, documents, role-aware access, and portfolio-level habits.
It complements the five app categories above. Use the apps catalog for product depth, these pages for narrative, and pricing when packaging apps for clients.
Project as the delivery hub
Keep tasks, workflow runs, artifacts, and settings together so engineers and PMs share the same context.
Artifacts linked to tasks
Attach repos, links, docs, and outputs to the project so work is traceable and handoffs are faster.
Role-aware actions for teams
Keep destructive actions gated by role while allowing specialists to do the work they need to ship.
Technical context without over-sharing
Share client-safe progress while keeping internal notes, credentials concepts, and delivery detail private.
Incident follow-ups as tasks
Turn incidents and operational findings into tasks linked to the store and project, so follow-up work gets done.
Cross-team coordination for changes
Coordinate changes across PM, engineering, and stakeholders with a single project hub and scoped portal updates.
Limit destructive actions by role
Gate sensitive actions by role so teams can move fast without increasing risk.
Client-safe documents and artifacts
Share client-safe documents and artifacts while keeping internal notes and sensitive details private.
Lightweight governance with roles
Use roles and scoped access to keep teams aligned, reduce risk, and avoid tooling sprawl across clients.
