Management
Organize your team's work: projects and tasks, contacts, web forms, custom fields, and board views.
Projects
Projects and Tasks: when to use each
Tasks are your day-to-day work; projects group that work when it has stages, an owner and an end. Here's how they relate and when each one fits.
Project types: statuses, phases and custom fields
A type defines how a class of project works: its statuses, its phases and its custom fields. Set it up once and every project of that type starts with that structure.
Manage your projects: views, fields and tasks
Projects groups work with a goal, an owner and an end date. You see your projects in a list, and inside each one you organize its items with table or board views, custom fields and each project's real tasks.
Organize your Projects and pending Tasks
Concrete recipes to get the most out of Projects and Tasks: set up a new client's onboarding, organize the team's monthly operation and standardize a service you repeat.
Task management
Create and organize tasks
In Management > Tasks you create tasks with an assignee, a date, a priority and subtasks. Each task can live in the workspace, in an account or inside a project.
Recurring tasks and the global panel
Automate repetitive work with recurring tasks, collaborate with comments, and reach all your tasks from anywhere with the global panel.
Task Packs: standardize repetitive processes
A Task Pack is a task template with relative dates. Apply it to create an entire process at once —onboarding, launch, month-end closing— with the dates already calculated.
Manage
Manage your contacts: labels, import, and accounts
In Contacts you add people by hand or import them via CSV, organize them with labels, and assign them to your clients' accounts. You can also export them whenever you need to.
Organize your files in the Media Library
The Media Library keeps each account's images and videos in one place, organized in folders, to reuse them in your content. You upload media, organize it, edit any image without leaving, and pick it from wherever you need it.
Overview
Store your team's knowledge in the Knowledge Base
The Knowledge Base is the space to document what your team needs at hand: processes, client guides, and notes. Each entry is an article with content, tags, and file attachments.
Store your clients' credentials in the Vault
The Vault is the secure place for your clients' credentials —FTP, hosting, logins, API keys— instead of chats and spreadsheets: they stay encrypted and you share them with your team with the permissions you choose. And when you have to send one to someone outside, or ask a client for theirs, a temporary link replaces the email.
Web Forms
Create your first web form and define its fields
A Web Form captures inquiries from your site and notifies you by email, with an optional connection to the CRM. You create it in Management > Web Forms, choose what data to ask for and which fields are required, and the labels the visitor sees are fully customizable.
Install the form on your site with the snippet
MB Suite generates code ready to paste into your site (HTML, or via Fetch/cURL). Your developer pastes it once and it's working. First you need to authorize your site's domain so the form accepts submissions.
Receive and manage responses: email, table, and export
As soon as someone submits the form, your team gets an email with all the data and can respond instantly. Every response is also kept in a table inside the form, which you filter and export to Excel in one click.
Route each page's inquiries to a different inbox (conditional routing)
Use the same form on several pages and have each one notify a different team. You choose a deciding field, define rules value → inboxes, and each page sends its own value. If nothing matches, the inquiry still reaches your internal recipients, so no inquiry gets lost.
Turn responses into CRM leads (with their source campaign)
When you link a form to the CRM, each response is created as a lead on its own, with its data mapped. And if you install the pixel, the lead arrives with the campaign, the UTMs, and the click ID that brought it, to measure real ROAS afterward.
My form isn't receiving responses
If the form isn't receiving anything, it's almost always because it's paused, your site's domain isn't authorized, or the installed snippet is out of date. Use Test form to isolate whether the problem is in MB Suite or on your site.