Client project template (delivery + reviews + launch)
A client project template for agencies and consultants: intake, delivery, review, and launch. Keep everything visible in one board with checklists and owners.
What you get
- A delivery-focused structure that clients can understand.
- Checklist patterns for approvals and handoffs.
- A clean way to track scope, deadlines, and review feedback.
Recommended for
These are common ways teams use this template in real projects.
How to use this template
1) Put scope in descriptions
Keep each deliverable self-contained: definition, constraints, and acceptance criteria.
2) Track feedback in comments
Log review notes and decisions directly in the card to reduce back-and-forth.
3) Share a single link
Save to cloud to share one URL with clients. Add a password if needed.
Tips for making it stick
- Keep deliverables small (2–10 working days).
- Agree approval criteria upfront.
- Use List view for quick edits.
FAQ
Can clients edit the board?
Anyone with access to the shared workspace link can collaborate. Use passwords when needed.
Does this replace a PM tool?
For many teams, yes. EasyRoadmap is intentionally lightweight: clarity without heavy process.
Ready to start?
Open the app with this template preselected and customize it in minutes.