Project workspace

Every client engagement, one board. Every deliverable, one owner and one date.

BUV Flow is where BuildUP Value consultants and their clients run engagements together: grouped boards, inline editing, kanban, workload per person and a daily digest of what is due, overdue or stuck.

Access is by invitation only. Clients see the boards they are part of — nothing else.

What you get

Built for consulting work, not generic to-do lists.

The same board serves the partner who needs the portfolio view, the consultant who runs the day, and the client who wants to know what is waiting on them.

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Grouped boards

Colored, collapsible groups per workstream. Edit name, owner, status and date inline. Subitems with their own owners and dates.

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Kanban & workload

Drag items between status columns. See each person's load, overdue and stuck items, and who has nothing assigned.

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Portfolio home

KPI cards for active projects, open, overdue and stuck items that filter the due-soon list. One click to any board.

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Notifications that matter

An email when you are assigned something or an item gets stuck. A single digest at 08:00 Lisbon time, nothing more.

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Comments & files

Discuss an item where it lives, @mention colleagues or clients, attach the document. Every change is in the activity log.

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Export

Any board to Excel or CSV in the house layout, ready for a steering committee or an invoice annex.

How it works

Three roles, one source of truth.

Administrators invite people

No public sign-up. An admin creates the account; the person chooses their own password and enrols two-factor authentication.

Consultants run the boards

Create a board per engagement, add groups and items, assign owners and dates, keep the status honest.

Clients join their boards

A client sees only the boards they are a member of. They comment, attach files and update the status of what is assigned to them.

Security & privacy

Corporate-grade by design.

Hosted on BuildUP Value's own infrastructure in the EU, under the company's server baseline. No third-party trackers, fonts or analytics.

Invitation-only accessSingle-use invitation links, strong passwords, two-factor authentication with recovery codes.
Isolated dataEncrypted at rest, daily backups with an off-site copy, every access authorized on the server.
Full audit trailSign-ins, invitations, role changes and every board change are logged with pseudonymised addresses.
Your rights, built inExport your personal data or request deletion from your account page at any time.

Already invited? Your board is waiting.

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