Template
Agency client project template
Onboard a new client with intake, internal delivery, and a shared list for comments — without duplicating your org.
Includes
What you get
Mirrors how agencies separate client visibility from internal work.
- Client intake form mapping to a request list
- Internal delivery board with squad assignments
- Shared list for client-safe status and comments
- Guest role pattern documented in project settings
- Optional knowledge tree for deliverable specs
Start free
Four steps
Create the client project
Use Northwind naming as a stand-in until your client brand is ready.
Publish intake
Point the form at the request list; test with an internal submission.
Invite guests
Grant guest access to the shared list only.
Deliver on one backlog
Move tasks internally; clients see allowed updates.
Open your next client room
Start free, no card — clone the pattern per client in minutes.
Seed your workspace and invite the team.
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