Project planning for agencies (clients, delivery, reporting)
A delivery workflow for agencies: plan milestones, track execution, and keep clients updated with a shareable link—without juggling spreadsheets and slides.
Who this is for
Creative, dev, and marketing agencies running multiple client projects with fixed milestones.
Common outcomes
- Clear milestone plan with fewer surprises and better client comms.
- Less status-meeting overhead with a living shared view.
- Repeatable delivery checklists (QA, approvals, launch).
Recommended templates
Start here, then customize lanes and workflow inside the app.
Project management
A practical project management template for planning, execution, and stakeholder updates. Use timeline for scheduling, board for flow, and list for fast edits.
Marketing calendar
A marketing calendar template for campaigns, content, channel plans, and reporting. Plan on a timeline, track execution on a board, and keep briefs in a list.
A simple playbook
A lightweight setup that most teams can run weekly without ceremony.
Model lanes as client workstreams
Examples: Strategy, Design, Engineering, Content, QA. Keep owners and handoffs clear.
Use the board for daily flow
Track work-in-progress and approvals. Add a “Client review” status so nothing gets stuck silently.
Share a single link for updates
Keep clients aligned by sharing the cloud workspace link. This reduces slide churn and status emails.
FAQ
Does this work across multiple projects?
Yes. Use one workspace per client/project. Templates help you spin up consistent structures quickly.