Where it all comes together
From what needs to happen to getting it done.
Keep deadlines, people, and information aligned, and move every detail forward from one connected Work Center.
Brightline — Product Launch
Workspace Owner: Sarah M. · Target: Oct 30
Recent activity: Pricing tier approval signed · Beta feedback report finalized
Bring it all together.
Create dedicated Workspaces for projects, departments, clients, or initiatives. Keep the people, requests, plans, and information connected in one place.
Workspace Overview
See what's happening across your Workspaces and what needs attention.
Progress by Workspace
- New Hire OnboardingHR67%
- Client OnboardingClient Services75%
- CRM Vendor SelectionIT / Operations40%
- Q4 Board MeetingExecutive55%
- Annual Leadership SummitEvents25%
Recent Activity
- Offer letters signedNew Hire Onboarding · Today
- Client kickoff scheduledClient Onboarding · Oct 15
- CRM vendor shortlist uploadedCRM Vendor Selection · Oct 14
- Board packet shared for reviewQ4 Board Meeting · Oct 12
Work
Workspaces organize your projects, departments, clients, or initiatives into dedicated spaces.
Relationships
Keep people, permissions, and roles connected to the work they're part of.
Collaboration
Assign tasks, share updates, and communicate directly within each Workspace.
Information
Centralize the documents, forms, decisions, and knowledge that belong to that Workspace.
Make work manageable.
Start with what needs to get done and bring all the moving parts together. Workplans help you organize tasks, people, deadlines, and decisions, so everyone knows what's happening, what's next, and what needs attention.
- 01Requests
- 02Workplans
- 03Workstreams
- 04Playbooks
- RequestsOpening a Second Retail LocationSelected
Open a Second Retail Location
High PriorityOwner: Operations · Target: Dec 15 · Scope: 4 Workstreams
Objective: Coordinate lease negotiation, store fit-out, staffing, and local marketing rollout.
- Prepare Annual Operating BudgetFinance · Nov 30
- Launch Customer Loyalty ProgramMarketing · Jan 10
- Coordinate Community FundraiserOutreach · Feb 01
01001 — Requests
Opening a Second Retail Location
Start with what needs to happen. Highlight key objectives, priorities, owners, and target dates across all incoming requests.
- Workplan OverviewLaunch an Online Membership ProgramTarget: Nov 305Workstreams22Total Tasks8Completed36%Progress
- Platform Setup5 of 6 done
- Membership Pricing4 of 4 done
- Content3 of 5 done
- Marketing2 of 4 done
- Customer Support1 of 3 done
02002 — Workplans
Launch an Online Membership Program
Turn the request into an organized Workplan with 5 Workstreams, 22 Tasks, and clear progress milestones.
- WorkstreamsAnnual Fundraising CampaignDonor Outreach OpenSponsorshipsMarketing & CommunicationsCampaign EventsFinance & Reporting
03003 — Workstreams
Annual Fundraising Campaign
Break complex initiatives into manageable Workstreams with distinct owners and milestone tracking.
- Playbooks LibraryStart from proven organizational playbooksExecutive8 steps
Quarterly Business Review
Operations12 stepsVendor Onboarding
Client Services6 stepsMonthly Client Reporting
Facilities10 stepsOffice Safety Inspection
04004 — Playbooks
Reusable Workplan Library
Reuse proven approaches for recurring processes instead of starting from scratch every time.
- ConsiderationsManufacturing Supplier Transition4 Flagged Items
- Supplier Lead TimesTIMING
Can the new supplier deliver before existing inventory runs out?
- Quality TestingREQUIRED REVIEW
Product samples must be approved before production begins.
- Existing Supplier AgreementCONTRACTUAL
Check notice periods and minimum purchase commitments.
- Inventory ShortageRISK
A delayed supplier transition could interrupt product availability.
05005 — Considerations
Manufacturing Supplier Transition
Keep important decisions, dependencies, and potential risks visible before they impact delivery.
Keep everything on track.
See what's due, what's overdue, and what needs your attention. Track progress across your Workspaces and stay ahead of important deadlines.
- Approve CRM vendor shortlistCRM Vendor Selection · Awaiting your approvalApproval
- Collect department updatesQ4 Board Meeting · 1 day overdueOverdue
- Receive signed onboarding formClient Onboarding · Waiting on clientWaiting
- Confirm venue availabilityAnnual Leadership Summit · Due soonDue Soon
- Send client welcome packetClient Onboarding
- Schedule new hire orientationNew Hire Onboarding
- Share summit agenda draftAnnual Leadership Summit
- Review CRM vendor comparisonCRM Vendor Selection
- Finalize board meeting agendaQ4 Board Meeting
- Review employee onboarding documentsNew Hire Onboarding · 2 days overdue
- Collect department updatesQ4 Board Meeting · 1 day overdue
- Oct 20Onboarding documents approved
- Oct 22Client kickoff meeting
- Oct 28CRM vendor decision
- Oct 30Board packet finalized
- New Hire Onboarding67% (6/9 tasks)67%
- CRM Vendor Selection40% (4/10 tasks)40%
- Annual Leadership Summit25% (6/24 tasks)25%
YOUR AI PARTNER
Put Whitby™ to work.
From building Workplans to spotting overdue items and preparing new tasks, Whitby helps you get more done — while you stay in control every step of the way.
Help me plan a leadership summit for 125 attendees.
Leadership Summit — Draft Workplan
6 Workstreams · 24 Tasks
Venue, Speakers, Travel, Catering, Budget, Communications
Better work, together.
Bring teammates and clients together in shared Workspaces. Assign responsibilities, exchange messages, share updates, and keep everyone informed. Bring in a Private Attaché when you need additional support.
Workspace Messages
Milestones & Updates
- Hardware configuration25 of 40 complete
- Software licensesApproved
- Employee trainingScheduled
- Department rolloutIn progress
Shared Context
Everyone sees the same priorities, deadlines, and progress.
Clear Ownership
Every task and workstream has an assigned owner.
On-Demand Support
Bring in Private Attaché Services when extra help is needed.
Give clients the view they need.
Give clients a co-branded space to follow progress, collaborate with others, exchange messages, access documents, and handle invoices and payments — while you control what they can see.
YOUR WORKSPACE (35%)
- Compare Barcelona hotel proposalsInternal Only
- Review flight options and pricingInternal Only
- Contact airport transfer providersAwaiting Reply
- Review trip budgetInternal Only
- Finalize itineraryIn Progress
- Internal supplier notesPrivate
🔒 These items, notes, and margin details are completely hidden from clients.
CLIENT PORTAL (65%)
Needs Your Attention
- Select preferred hotelDue Friday
- Complete traveler information formPending
Recent Updates
- ✓ Travel dates confirmed
- ✓ Hotel recommendations shared
- ✓ Airport transfers being arranged
We've added three hotel options for your review.
Documents & Forms
- Barcelona Itinerary.pdf
- Traveler Information Form
Portal Members
John Smith (Client) · Emily Smith (Family Member)
Selective Sharing
Choose exactly what clients see — tasks, documents, forms, or milestones.
Custom Branding
Add your logo and brand colors to every client-facing portal.
Activity Feeds
Share progress updates and milestone completions in real time.
Action Items
Highlight what needs the client's attention, from approvals to form submissions.
Document Sharing
Share final deliverables, reports, and contracts securely.
Form Collection
Gather intake information, feedback, and approvals directly through the portal.
Billing & Invoices
Share invoice summaries and payment links in one place.
Real-Time Status
Keep clients informed with live progress tracking, reducing “where does this stand?” check-ins.
Collect the information you need.
Create forms and questionnaires, gather responses, and turn submitted information into something your team can act on.
- 01Create
- 02Send
- 03Complete
- 04Use
New Client Questionnaire
Form Builder · Ready for client submission
Custom Forms
Build forms for onboarding, requests, questionnaires, and feedback.
Structured Responses
Form responses flow directly into the relevant Workspace.
Connected to Work
Use responses to create tasks, populate client profiles, or trigger workplans.
Client Portal Integration
Make forms available inside Client Portals for easy completion.
Keep documents moving.
Store, share, review, and sign important documents — all organized within your Work Center.
- 01Upload
- 02Share
- 03Review
- 04Sign
Consulting Services Agreement
Summit Advisory & Evergreen RetailThis Consulting Services Agreement is entered into by Summit Advisory and Evergreen Retail.
Scope encompasses operational workflow audits, milestone delivery, and multi-department team coordination.
Centralized Documents
Store agreements, proposals, reports, and deliverables within the relevant Workspace.
Controlled Sharing
Share documents with team members or clients with appropriate permissions.
Structured Reviews
Keep review requests and approval steps clearly organized and tracked.
Built-in eSignatures
Prepare, send, and track signatures without third-party tools.
Give Whitby the context that matters.
Add your company's knowledge, policies, preferences, and procedures so Whitby can better understand how you work and provide more relevant guidance across your Work Center.
Company Guidelines
- Communication standards
- Brand voice and terminology
Policies & Procedures
- Software purchasing policy
- Expense approval requirements
Reference Materials
- Preferred service providers
- Approved software and tools
Operating Preferences
- Internal approval workflows
- Reporting and communication preferences
- 1. Compare at least 3 vendors
- 2. Complete IT security review
- 3. Finance approval required above $10,000
- 4. Document the final decision
What do we need to do before choosing a new CRM?
Based on Northwind Group's purchasing policy, there are four steps to complete:
- 1. Compare at least three CRM vendors.
- 2. Complete an IT security review.
- 3. Obtain Finance approval if the cost exceeds $10,000.
- 4. Document the final selection and approval.
Grounded Answers
Whitby answers questions using your uploaded documents and organizational knowledge.
Central Reference
Keep guidelines, templates, and procedures in one searchable location.
Connected to Work
Reference knowledge directly within tasks, workplans, and client projects.
See what's moving — and what isn't.
Track progress across your Workspaces, see what needs attention, and stay ahead of important decisions, dependencies, and risks.
Requests This Year
Monthly TrendsWhere the Work Sits
4 Workspaces- Client Onboarding75%
- New Hire Onboarding67%
- Q4 Board Meeting55%
- CRM Vendor Selection40%
Security Review
Has IT completed the security review before final vendor approval?
Why it matters: Selecting a vendor before reviewing its security requirements could delay implementation.
Missing Brand Materials
Brand guidelines and approved images have not been received.
Why it matters: Design work may need to wait or proceed using temporary materials.
System Access
Confirm which software and permissions the employee requires.
Why it matters: Access requirements affect equipment preparation and the first-day experience.
Needs Attention
- Review CRM vendor shortlistDue today
- Collect department updates1 day overdue
- Approve client onboarding timelineWaiting for approval
Recent Activity
- ✓ Client onboarding form submitted
- ✓ CRM vendor comparison updated
- ✓ Board meeting agenda shared
Dashboards
See activity and priorities across your Workspaces.
Progress
Understand how requests, tasks, and Workplans are advancing.
Reports
Get a clearer picture of activity and outstanding work.
Risks & Considerations
Surface important issues, dependencies, and potential obstacles before they disrupt your plans.
Connect the tools you already use.
Connect the tools you already use to Private Attaché, bringing your email, calendars, payments, and information closer to your work.
Supported
5 Apps- Supported
Gmail - Supported
Google Calendar - Supported
Outlook Mail - Supported
Outlook Calendar - Supported
Stripe
Coming Soon
4 Apps- Coming Soon
Slack - Coming Soon
QuickBooks Online - Coming Soon
Google Drive - Coming SoonZoom
Frequently asked questions.
Manage projects, client engagements, business initiatives, recurring responsibilities, and other work involving tasks, deadlines, people, documents, and decisions. Everything stays organized in your Workspaces.
A Workspace keeps related work, people, and information together. A Request defines what needs to get done. A Workplan organizes the steps, responsibilities, deadlines, and milestones needed to complete it.
Yes. Invite teammates and clients into shared Workspaces with appropriate access. You can also engage a Private Attaché for additional support. External providers can be managed through your Relationships directory, including contact details, outreach history, and follow-ups. Provider Portal access is not currently available.
Whitby helps you build Workplans, prepare tasks, find information, identify outstanding items, and understand what needs attention. It uses available Workspace context and Knowledge Base information to provide more relevant guidance across your Work Center, while you remain in control.
No. The Work Center is a standalone platform you can use yourself, with your team, or with Whitby. Professional Private Attaché assistance is available separately when you need additional help.
Yes. You can add your company's logo to create a co-branded experience for your clients. Free, Standard, Professional, and Teams plans use the Private Attaché domain and do not support custom subdomains, custom domains, or full white-labeling. Enterprise customers can contact us to discuss custom branding, domains, and tailored Client Portal solutions.
You can use the Work Center independently, with your team, or with Whitby. When you need extra support, you can bring in Private Attaché Services to handle research, outreach, follow-up, and coordination directly inside your Workspaces.
