We developed a custom client portal admin specifically for sitb, streamlining our workflows and enhancing the way we manage client projects and branding deliverables.
Client
Internal project - Sitb Client Portal
What we did
(Notes and Bookmarks)
For the notes section, we let our team create and color-code notes, edit them easily, and share them internally.
In our bookmarks section, we can add multiple images or just use the OG image from a link, and there's a little slider to browse through them. We can also share these bookmarks among the team.
(Tasks)
For tasks, we have customizable templates for each project, and each section can have as many tasks as we need. When you open a task, you can add images and place annotations to highlight specific parts—like a header or a particular section. After you’ve added annotations, they appear right in the comment section, so the team can click and jump directly to those details." That way, everything flows in order.
Plus, we also have a notes section within each task where we can add specific notes just for that task.
(Shared Link)
Each project can be easily shared with clients through a unique link. You have the option to add a password for security if needed, but it's not required. Once the client opens the project link, they can view everything and even leave comments or add their own annotations if they need to. It’s a simple way for clients to interact directly with the project and collaborate.
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Idea Buddy is a collaborative tool that helps you organize, develop, and refine your ideas step by step—from messy brainstorms to polished concepts—so you can bring them to life with clarity and focus.
Stephen Garcia

Stephen Garcia is a Chief Information Security Officer/Board Advisor
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Meet Rosatto: A passionate and creative floral design and gift boutique helping customers and their loved ones feel special
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Meet Diamond Ashley: A real estate and development company assisting homeowners facing hardships in the Greater New York area.
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