Client project tracking (agencies and consultants)
A simple way to track client projects: plan milestones, manage approvals on a board, and share one link for status updates (optional password).
Who this is for
Agencies and consultants who want fewer spreadsheets, fewer status emails, and clearer approvals.
Common outcomes
- A shared view that reduces “where are we?” questions.
- Faster approvals with a visible review column.
- Repeatable delivery with checklists (QA, launch, reporting).
Recommended templates
Start here, then customize lanes and workflow inside the app.
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A simple playbook
A lightweight setup that most teams can run weekly without ceremony.
Create a lane for the client or workstream
Common pattern: Strategy, Design, Engineering, Content, QA, Client review.
Make approvals explicit on the board
Add a “Client review” or “Approval” status so items don’t silently stall.
Keep milestones on the timeline
Place kickoff, first delivery, review, and launch on the timeline. Keep the board for daily execution.
Share one link (optional password)
Publish a cloud workspace and share the same URL. Add a password for sensitive projects.
FAQ
Can clients view without an account?
Yes. Viewers can open the link in a browser. No sign-up is needed for read-only viewing.
How do I handle multiple clients?
Use one workspace per client or project. Templates help you keep setups consistent.