Running projects
Kanban for agencies: a board your team and clients will use
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
A Gantt chart that shows you what will move before it moves.
Drag a job and the jobs that wait on it show where they will land. Only the ones that would clash move, as one change you can undo, even after a refresh. On every plan.
Preview, then push
Choose Timeline at the top of any project and each job is a bar from its start to its due date. Drag a bar to move it, or an end to change one date. The jobs that wait on it show as ghosts where they would land, and only the jobs that would clash move when you let go.
The Northwind Rebrand timeline at Week zoom, grouped by column, with links drawn between jobs. Maya drags “Homepage hero concepts” a working day later, to 13–15 October. “Logo lockups, final round”, which waits on it, shows as a dashed ghost where it will land. “Product page copy” also waits on it but has a day to spare, so it stays where it is, and so does the Client sign-off milestone.
Dashed outlines show where each waiting job would land, so you can see the knock-on before it happens. Esc cancels the drag.
A job that would start before the one it waits on is finished moves later, keeping its length in working days. One with time to spare stays where it is.
Hold Alt (⌥ on a Mac) as you let go to move just the job you dragged and leave everything else where it is.
Nothing moves on anyone's behalf: if a job you can't change would have to move, Skybase asks first, and you can choose Move only this job or cancel.
Undo that lasts
Undo puts back everything one change moved, and it still works after a refresh. Each job keeps what moved and why for 30 days: who moved it, and which job pushed it, with Revert on each change.
The dates, links and history of “Logo lockups, final round”: 16–19 October, waiting on “Homepage hero concepts” with “Client sign-off” waiting on it. Under What moved it, the newest entry reads “Moved by you because Homepage hero concepts moved, 2m ago” with a Revert button; below it, a move by Priya marked Undone, then Priya putting it back.
Links and milestones
Drag from the dot at the end of one bar onto another, and the second job waits on the first. The calendar, the table and the job page follow the same links: change a due date there and the jobs that wait on it move too, with an Undo.
Finish to start, with a lag in working days when a job needs breathing room. A link that would make a loop is refused.
Mark a key date and it becomes a diamond on its day, with jobs waiting on it like any other.
Moves, pushes and lags count working days. Weekends are skipped, and an administrator sets which days your team works.
Arrows move a job a working day, Shift a week, and Alt one end. L links it to a job that waits on it, and Space shows what moved it.
Zoom from Day to Year, group the rows by column, status, assignee, priority or client team, and drag jobs without dates from the Unscheduled tray. Grouped by column, each column shows as a phase.
Baselines and the critical path
Save the plan as a baseline, and compare with it later: each job shows its planned bar beneath it and how many working days late or early it now ends. Turn on Critical path to outline the jobs that can't slip without moving the project's end.
The Northwind Rebrand timeline compared with the “Kick-off plan” baseline: “Homepage hero concepts” and “Logo lockups, final round” end a working day later than planned, each with a +1d chip and its planned bar beneath it, and the project’s end is on plan. The critical path is outlined in red: the hero concepts, then the product page copy, then the Client sign-off milestone two working days after it.
Workload
Turn on Workload for a strip under the timeline with how many jobs each person has on, day by day. Switch it to All projects to count everyone's jobs in every project you can see, before you hand out the next one.
The Northwind Rebrand timeline with the workload strip open beneath it, counting everyone’s jobs in all projects day by day. Ava Lindqvist has four jobs on Thursday 15 October, marked in red, and three on the days either side, marked in amber.
Clients
By default a client sees milestones and their own jobs: the key dates, the jobs they asked for or work on, and how long each column runs. Never the critical path or the workload. An administrator can show them everything they can see, or switch their timeline off, project by project.
Clients join free as single-project guests, and baselines stay hidden from them unless you choose to share them. How the client portal works
On a phone the timeline is a list of weeks, from this one on. Each job shows the days it runs that week, how many jobs it waits on, and Starts too soon if it begins before one of them is finished. Tap a job to set its dates, and see how many jobs that wait on it will move before you save.
Print the timeline or save it as a PDF: the dates on screen, on A3 landscape, up to 500 rows. Or download its jobs as a CSV, with each one's start, due day, working days, milestone and what it waits on, and how far it ends from a baseline when you compare with one.
FAQ
The timeline guide goes step by step. The same jobs show on the calendar by due date and in the table, with Start and Waits on columns.
Running 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
Lead time vs throughput for agencies: what each delivery metric means, why the median and 85th percentile beat the average, and what to do when they slip.
9 min read
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