Template · client work
Client project
The question every client asks is "where are we?". This board answers it without a meeting: add the client with the Client role and they see To Do, Next Up, In Progress and Completed, live, and can comment on any task.
The Client role can see and comment, never change. If the client should add requests themselves, give them the Reporter role instead. Your AI assistant can keep the plan on each task current.
What is on it
To Do
4- FeatureP4
Build: contact form and email delivery
Client name
- EnhancementP3
Content: client to send copy for the About page
Client name
- EnhancementP5
Launch checklist: analytics, redirects, sitemap
Client name
- EnhancementP1
Add the client with the Client role (People → Add someone)
Setup
Next Up
2- FeatureP3
Design: inner page templates
Client name
- FeatureP2
Build: set up hosting and domain
Client name
In Progress
1- FeatureP2
Design: homepage first draft
Client name
Completed
1- FeatureP1
Kick-off: agree scope and the first milestone
Client name
Feature · Enhancement · Bug — color is the kind of task, never its urgency.
Then
- Copy the board onto a team board and rename the project to the client’s name.
- People → Add someone → the client’s email, with the Client role. They will not ask "where are we" again.
- Point them at History on Fridays instead of writing a status email.
Other templates: Product roadmap · Bug tracker · AI assistant work log · Personal to-do