How is a use case different from a solution?

Solutions describe Loop for an industry. Use cases describe one kind of work — like a monthly close checklist — that any team might run.

Which use case should we start with?

The work that repeats most often. For agencies that’s client kickoff; for internal teams it’s usually recurring operations or sprints.

Can Loop create projects from templates?

Yes. Save any project as a template with tasks, owners, relative dates and dependencies.

Does Loop support dependencies?

Yes. Blocked tasks are highlighted, and moving one date can shift dependent tasks automatically.

How does recurring work work?

Set a schedule — weekly, monthly, quarterly — and Loop recreates the checklist with owners and due dates.

Can clients see their project?

Yes, through a guest view limited to the tasks and files you choose.

How is capacity calculated?

From estimated hours per task, minus leave and holidays from Treepie Nest when connected.

Can Loop track time against a retainer?

Yes. Log time per client, get warnings as the retainer runs down, and send hours to Treepie Books for invoicing.

Does Loop handle approvals?

Yes. Request sign-off from named approvers, keep versions and comments, and reopen tasks when changes are needed.

Can Loop start a project when a deal is won?

Yes. With Treepie Flow, a won deal can create a project from a template automatically.

Can we try a use case on our own work?

Yes. Import tasks from CSV during the 14-day free trial, or book a walkthrough and we’ll build your first template with you.

Treepie Loop · Project & work management

Eight kinds of work. One board that moves.

Pick a use case, then run a day. Watch the cards move and see what Loop did on its own.

loop.treepie.co/board

Kick off a client projectAgencies & services · Per projectDay 1

To do2

Discovery workshopRaj

Project plan v1Maya

Doing1

Brief signed offClient

Review1

Kickoff callMaya

Done0

Loop did automatically

Created the project from the won Flow deal
Applied the “Website build” template with 42 tasks
Invited the client to a guest view

ResultProjects start with a plan the day the deal closes.

In short

What are the main project management use cases for Treepie Loop?

Treepie Loop is used to plan, run and deliver work that has owners and deadlines: kicking off client projects from templates, running sprints against real capacity, coordinating launches with dependencies, repeating monthly operations checklists, managing content calendars, collecting approvals and tracking retainer hours. Loop handles the scheduling and reminders so teams spend time on the work itself.

Use cases: 8, plan to deliver
Works for: Agencies and in-house teams
Connects to: Flow, Nest, Books
Best first step: One repeating template

All use cases

Who runs it, and how often.

Grouped by what the work needs most: planning, running, reviewing or delivering.

Stage	Use case	Typical team	Rhythm	Result
Plan	Kick off a client project	Agencies & services	Per project	Projects start with a plan the day the deal closes.
Plan	Plan and run a sprint	Product & engineering	Every 2 weeks	Sprints start on capacity, not optimism.
Run	Coordinate a cross-team launch	Marketing, product, sales	Per launch	Everyone sees the same date, and what moves it.
Run	Run recurring operations	Finance & operations	Monthly	Month-end runs the same way every month.
Run	Manage a content calendar	Marketing	Weekly	Content ships on schedule, tied to what it should rank for.
Review	Run review and approval rounds	Creative & legal	Per deliverable	Every approval has a name, a version and a date.
Review	See who has capacity	Team leads	Weekly	Work is assigned to people who have time for it.
Deliver	Track retainer hours	Agencies & consultancies	Monthly	Clients see where their hours went; nothing goes unbilled.

Why it works

Projects slip in the gaps between tasks.

A task list tells you what to do. Loop also knows what each task waits on, who has time, and what happens next.

Templates with relative dates

Set “kickoff + 5 days” once. Every new project gets real dates from its start.

Dependencies that move dates

Delay one task and Loop shifts everything waiting on it — and tells the owners.

Capacity from real data

Estimates per task, minus leave from Nest, show who is over or under.

Repeats that rebuild

Monthly and weekly checklists recreate themselves with the same owners.

In practice

A six-week launch, five teams, one plan.

How a 30-person SaaS company coordinated a pricing launch in Loop. When Build slipped a week, every later date moved with it.

Week 1Week 2Week 3Week 4Week 5Week 6

Plan

Product

Build

Engineering

Pricing page

Web

Sales training

Sales

Press & launch

Marketing

Illustrative plan based on a typical customer launch.

Connects

Work that starts or ends in another app.

Loop works alone. These use cases go further with a second Treepie app.

Flow → Loop

A won deal becomes a project

Flow hands the deal, contacts and scope to Loop, which creates the project from your template.

Nest → Loop

Capacity that knows about leave

Holidays and time off from Nest are subtracted before Loop shows who has room.

Books → Loop

Hours become invoices

Retainer and project time logged in Loop goes to Books for client billing.

Desk → Loop

Customer bugs become tasks

A Desk ticket escalated to engineering appears in the sprint with the customer attached.

Where to start

Start with the work you rebuild most often.

If you copy last month’s spreadsheet to start this month, that’s your first template.

“We start every client project from scratch”Kick off a client project →“Month-end is a different checklist every time”Run recurring operations →

“Launch dates move and half the team doesn’t know”Coordinate a launch

“Some people are drowning, others are idle”See who has capacity →

“We under-bill retainers”Track retainer hours

More Loop use cases, end to end

3 published

Who it’s for

Which use cases each role relies on.

One board, read differently by each seat.

Project managersTemplates, dependencies and a board that shows what’s blocked.“What’s stopping this launch from shipping on time?”

Team leadsCapacity that accounts for leave and real estimates.“Who can take this task this week?”

Agency ownersClient projects and retainer hours in one place.“Which retainers are close to running out?”

OperationsRecurring checklists that rebuild themselves.“Is everything for month-end on track?”

Compared

Running project work, compared.

Category-level differences across the eight use cases.

	Spreadsheets & email	Typical task tool	Treepie Loop
Starting a project	Copy last spreadsheet	Manual or basic templates	From a won deal, with relative dates
Dependencies	In someone’s head	Often a higher plan	Built in, dates shift automatically
Recurring work	Rebuilt each month	Recurring single tasks	Whole checklists on a schedule
Capacity	Guesswork	Separate add-on	Estimates minus Nest leave
Retainer billing	Timesheet export	Integration to maintain	Hours to Books invoice

Loop use cases, answered.

Anything else — ask a person.

Client projects, sprints, launches, recurring operations, content calendars, approvals, capacity planning and retainer tracking.

Bring one project. Leave with a template.

Book a walkthrough with a real project in mind. We’ll turn it into a reusable Loop template on the call.

Start free with Loop →Book a walkthrough

Your first use case in four steps

Day 1Pick work that repeatsA kickoff, a sprint or month-end.
Day 1Build it onceTasks, owners, relative dates.
Day 2Save as a templateAdd dependencies and approvals.
Week 1Run it, then refineAdjust after the first cycle.

The other sixCompare all →

FlowCRM & sales NestHR & employee management DeskCustomer support & ticketing BooksFinance & accounting GrowthSEO & website growth PulseAI assistant

What are the main project management use cases for Treepie Loop?

Stage

Use case

Typical team

Rhythm

Result

Plan

Kick off a client project

Agencies & services

Per project

Projects start with a plan the day the deal closes.

Plan

Plan and run a sprint

Product & engineering

Every 2 weeks

Sprints start on capacity, not optimism.

Run

Coordinate a cross-team launch

Marketing, product, sales

Per launch

Everyone sees the same date, and what moves it.

Run

Run recurring operations

Finance & operations

Monthly

Month-end runs the same way every month.

Run

Manage a content calendar

Marketing

Weekly

Content ships on schedule, tied to what it should rank for.

Review

Run review and approval rounds

Creative & legal

Per deliverable

Every approval has a name, a version and a date.

Review

See who has capacity

Team leads

Weekly

Work is assigned to people who have time for it.

Deliver

Track retainer hours

Agencies & consultancies

Monthly

Clients see where their hours went; nothing goes unbilled.

Spreadsheets & email

Typical task tool

Treepie Loop

Starting a project

Copy last spreadsheet

Manual or basic templates

From a won deal, with relative dates

Dependencies

In someone’s head

Often a higher plan

Built in, dates shift automatically

Recurring work

Rebuilt each month

Recurring single tasks

Whole checklists on a schedule

Capacity

Guesswork

Separate add-on

Estimates minus Nest leave

Retainer billing

Timesheet export

Integration to maintain

Hours to Books invoice