Project templates for client work
Four set-ups to copy.
How agencies lay out a rebrand, a website build, a monthly retainer and a campaign: the columns, the job types, the labels and the rules. There is no one-click template. You build each one yourself in a project, and the steps are at the foot of the page.
Set-up 1 of 4
Rebrand
Few jobs, many rounds. Each deliverable is a job, each round a new version on the same approval, and the board shows what is waiting on the client.
- Columns
-
- 1 Brief
- 2 In progress
- 3 Client review
- 4 Done
- Job types and their fields
-
Logo
- Formats needed · Text
- References · Link
Guidelines page
- Section · Text
- Copy · Longer text
Artwork
- Size and format · Text
- Print spec · File
- Labels
-
- In review
- Waiting on client
- Blocked
- Rules, from the Examples list
-
Review hand-off
When the In review label goes on, the job is assigned to the person who reviews.
Done means completed
A job dragged into Done is marked complete.
Archive jobs in Done after 14 days
Done clears itself two weeks after the work is finished.
Blocked escalation
A job labelled Blocked is raised to Important, and its assignee is told.
Set-up 2 of 4
Website build
Pages, content and bugs on one board. A Bug job type keeps reports consistent, and a rule tells the project lead when work starts with nobody on it.
- Columns
-
- 1 Backlog
- 2 In design
- 3 In progress
- 4 Client review
- 5 Done
- Job types and their fields
-
Page
- Address · Link
- Copy · Longer text
Bug
- Where it happens · Link
- Steps to see it · Longer text
- Screenshot · File
Content
- For which page · Text
- Source document · File
- Labels
-
- In review
- Content needed
- Blocked
- Rules, from the Examples list
-
Bugs are important
A new Bug job starts at Important, unless it was set higher.
Started without an owner
A job moved into In progress with nobody assigned tells the project lead.
Review hand-off
When the In review label goes on, the job is assigned to the person who reviews.
Move completed jobs to Done
Ticking a job complete moves it to Done, quietly.
Set-up 3 of 4
Monthly retainer
Requests arrive, the month gets planned, and nothing sits without an owner. The project lead follows every new job, and Done empties itself.
- Columns
-
- 1 Requests
- 2 This month
- 3 In progress
- 4 Client review
- 5 Done
- Job types and their fields
-
Request
- What is needed · Longer text
- Reference · Link
Social post
- Channel · Text
- Copy · Longer text
- Artwork · File
Email
- Subject line · Text
- Body · Longer text
- Labels
-
- In review
- Waiting on client
- Rules, from the Examples list
-
Lead follows new jobs
The project lead is added to every new job as a collaborator.
Unassigned alert
A job left with no assignee tells the project lead.
Critical alert
A job raised to Critical tells its assignee.
Archive jobs in Done after 14 days
Done clears itself two weeks after the work is finished.
Set-up 4 of 4
Campaign
Every piece has a due date, so the calendar shows the same jobs by day. Job types ask for what each channel needs, and sign-off has a column of its own.
- Columns
-
- 1 Ideas
- 2 Planned
- 3 In progress
- 4 Sign-off
- 5 Done
- Job types and their fields
-
Social
- Channel · Text
- Copy · Longer text
- Asset · File
Email
- Subject line · Text
- Body · Longer text
Web page
- Address · Link
- Copy · Longer text
- Labels
-
- In review
- Blocked
- Paid
- Rules, from the Examples list
-
Review hand-off
When the In review label goes on, the job is assigned to the person who reviews.
Critical alert
A job raised to Critical tells its assignee.
Blocked escalation
A job labelled Blocked is raised to Important, and its assignee is told.
Done means completed
A job dragged into Done is marked complete.
By hand, once per project
How to set one up
Use the names as written. The rules in the Examples list fill themselves in from a column called Done, a column called In progress, a label with review in its name, a Blocked label and a Bug job type.
- 1 Create the project and its columns Add a column for each name in the list, in that order. You can add, rename and reorder columns at any time.
- 2 Add the job types Give the project each job type and its fields. Mark a field required if a job can't start without it, and the new-job form won't go on until it is filled in.
- 3 Create the labels Labels are shared by every project in the workspace, so you make each one once.
- 4 Pick the rules An administrator opens Automations in the project's settings, chooses Examples beside New automation and picks a rule. It opens filled in with your own columns, labels and people. Nothing is saved until you save it.
- 5 Invite the client Add the client to the project as a guest. A guest on a single project is free, and sees only that project and its people.
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