Use cases
The demo organization is set up as delivery work: a policy portal, a fleet dashboard, a travel ops console, and a field board. These are patterns in that data, not customer quotes.
Give the engagement its own workspace: the board, the pages, the members, and the budget. A guest account can view and comment without seeing the rest of the organization. A share link opens a page for someone who should not have a login.
Portfolio is the view for the person who is not inside a single board. It shows which workspace is overdue, who is near the hour estimate, and where the budget has already gone negative.
When a card hits Blocked, or a new sales item needs a due date, a rule can notify, assign, tag, or comment. The template library covers triage, support ownership, and due-date nudges so you are not writing the first rule from a blank page.
The Individual plan is free and stays free. It is one user, two workspaces, and five dimensions, with unlimited work items and the board. Team is the step up when a second person, time tracking, or automation has to be in the account.
If your work does not look like a client board — a single internal backlog, for example — the same workspace still holds the items, the pages, and the time. Ask before you migrate a large board.