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Practical articles on running client work: planning projects, sharing work with clients and getting the sign-off.
Latest · Client work
A client approval process for agencies: one place for every file, a clear yes or no with a reason, and a record of exactly what the client signed off.
Gareth Thurlow 8 min read
Read the articleRunning projects
How to set up a kanban board for agency work: columns for stages, statuses for states, job types, priorities and due dates that everyone can read.
9 min read
Agency operations
How to migrate from Trello to Skybase with a JSON export: what comes across, how to invite your team and clients, and what to tidy up on day one.
8 min read
Client work
How to share a project with clients: what a free guest can see and change, how to keep internal work private, and when a client counts as a paid user.
8 min read
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