Templates › Creative & marketing

Agency and client work

Clients, projects and approvals.

Your words

client › project › board › task (and subtasks, approvals, sprints)

Columns

briefed → in progress → internal review → with client → approved

Example plan

Levels: Client › Project › Deliverable. An example only; edit it freely.

Task types

Design, Build, Content

Extra fields

Billable, Estimate (hours)

How it works

1. Choose the Agency and client work template when you set up your workspace.
2. Your workspace uses the words client, project, board and task.
3. Your boards start with the columns briefed, in progress, internal review, with client, approved.
4. Edit the example plan, or delete it and start your own.