Separate the project from the next action
Use a project for the engagement and tasks for things you can finish. “Client website” is useful context; “send the revised homepage copy” is an action someone can own. Add start and due dates to the tasks and break complex deliverables into sub-tasks rather than relying on a long note.
Bring a specialist into the right work
Invite a designer, developer or consultant to collaborate within the workspace. Assign relevant tasks and choose the appropriate visibility. A base plan includes 10 collaborators, so a small freelance collective can work together without each invited person purchasing an individual subscription.
Connect completed services to billing
Use client details, work types and service rates to prepare an invoice for a selected billing period. Review what should be charged instead of building a fresh list from memory. One-time invoices are available for recipients who are not saved clients. Confirm the commercial and tax details yourself before sending.
Ask Besty about the work you can access
With your own paid plan or three-day trial, you can ask questions about accessible projects and tasks. Besty can return source links, and your saved conversations are searchable. Treat answers as a starting point for review, not a guarantee that the underlying task records are complete. AI usage is limited; invited access alone does not include Besty.