Switching guide

Switch to Outlign_

Less chaos. Happier clients.

Move to a better way of running projects without the usual friction. Outlign helps agency teams bring structure to how work runs, align clients along the way, and get projects back under control.

And it's easier than you think.

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01

Staying where you are is costing you.

Yep, your current set-up feels good enough. Familiar, even. But is it working against you in the background? Not in a big, obvious way, but in all the small, daily ways projects go off track:

  • Processes run one way… until someone else picks them up
  • Feedback comes in like confetti: emails, calls, docs, group threads
  • Scope creep sneaks in, and suddenly you're doing more for less
  • Your team spends more time managing the work than actually doing it

It doesn't feel broken. Just a bit messy, and a bit harder than it should be. Until you zoom out, and realise how much time, energy and margin you're leaving on the table.

You don't need more project management. You need a better way to run the work.

02

A better way to run creative projects.

Outlign is a process-driven workspace made for creative agencies, by a creative agency.

We know what it takes to bring your process, your team and your clients into one shared space, so everyone knows what's happening, what's next and what's expected. No bloat and no over-complication. Just a clear way to run projects from start to finish.

Every project has two sides: a structured workflow for your team, and a guided progress view for your client. Approvals, feedback forms, messages and files live on the step they belong to, not in somebody’s inbox. So:

  • Projects don't go sideways
  • Clients are looped in, and happy to be there
  • Everyone gets on the same page (literally)
  • More time for the work. Less time managing it.

03

Here's how simple the switch is.

You don't need to overhaul everything before you start. Outlign helps you get your process sorted as you go.

  1. 01

    Build your process inside Outlign

    Start with how you already run projects, and turn it into a clear workflow. Map your phases, steps, messages, approvals and client touchpoints, using one of our templates or your own process as the starting point. Outlign is intentionally simple, so there's less to set up than you'd expect.

  2. 02

    Pilot it with one project and one client

    No big migration. No all-team rollout. Start a single new project with one client and run it in Outlign from start to finish. It's a low-risk way for your team to see how it feels in the real world.

  3. 03

    Roll it out once the flow improves

    Once you see the difference (clearer feedback, fewer follow-ups, cleaner approvals and smoother project flow), start moving more clients and projects across. Save what works as a template, and your process gets easier to repeat, refine and scale from there.

04

The questions everyone asks before switching.

“I have so much stuck in my existing PM tool.”

It's probably less complicated than it feels. Most platforms make projects look more complex than they need to be. Outlign is intentionally simple, and in our experience, most agencies shed unnecessary steps and overhead once they move into process views. There's less to recreate, less to configure and less to maintain, so getting started is often faster than expected.

“I’m right in the middle of projects. It’s too hard to switch.”

You don't need to migrate your entire agency overnight. Start with one client, one project, and see how it feels. Many agencies begin by running new projects in Outlign while existing projects finish where they are. The transition can be gradual, and the benefits become obvious pretty quickly.

“My team won’t use it.”

Most project management tools create resistance because they're packed with features people don't need. Outlign takes the opposite approach. It gives your team a clear way to run projects without adding more complexity to their day. Less time learning the tool means more time using it, and more time focused on the work.

“Will my clients have to learn another tool?”

Not really. Clients only see the client side of a project: where things are up to, what's needed from them and what's next. They accept your invite and follow the steps. Client users are always free, and you can preview any project exactly as your client will see it before you invite them.

“Do I have to use your process?”

No, it's your process. Start from one of our templates or build your own from scratch. Once a project runs the way you like, save it as a template and every new project starts from there, due dates and all.

05

Want to dive deeper?

The best place to start is to jump into a free trial and get a feel for how simple Outlign is to set up. It's free for 30 days, and you won't need a credit card.

If you'd like to see some step-by-steps first, our help desk has guides on getting started.

Try it yourself Start a free trial Every feature, free for 30 days. No credit card needed. Start free trial Read the guides Getting started guides Step-by-step help for building your first template and inviting your first client. Visit the help desk Pricing One simple plan Every feature for one price per agency user. Client users are always free. See pricing