Client work · List
Client onboarding
Agreement, access, kick-off and the first month for an agency
- Agreement
- Access and setup
- Kick-off
- First month
14 tasks · 4 sections
Templates · Client work
Client work, clear for both sides.
One board from kick-off to invoice, with its own column for everything that waits on the client.
CSV · 13 tasks · 4 sections · English
What it is for
Most client projects slip while waiting: for feedback, approval or a file. This board makes waiting visible in its own column, keeps a weekly status note on repeat, and ends where every project should, with the invoice sent.
Good for
- Freelancers and consultants
- Agencies running several clients at once
- In-house teams working for other departments
Preview
What is in the file
Brief, In progress, Waiting on client and Review. The kick-off is tomorrow, the scope is due in three days and the status note repeats every Friday.
Client project · Board
Brief
- Kick-off call with the client, P1, tomorrow
- Write the scope and send it for approval, P1, in 3 days
- Collect logins, files and brand assets, P2
- Invite the client to the project as a guest, P2
In progress
- First draft, P1, next week
- Internal review before it goes out, P2
- Status note to the client, P3, Repeats every friday
Waiting on client
- Feedback on the first draft, P2
- Approval of the final version, P1
Review
- Make the agreed changes, P2
- Deliver the final files, P1
- Send the invoice, P1
- Wrap-up call: what worked, what to change, P3
Download CSV
CSV · 13 tasks · 4 sections · English
Import
Into thisflow in three steps
- 01
Download the CSV
Download the file on this page. Open it in a spreadsheet first if you want to rename tasks or add your own.
- 02
Open Settings → Data → Import
In thisflow, open Settings and choose Import under Data. Choose a file, or drop the CSV on the page.
- 03
Check and import
thisflow shows the new project, its sections and tasks before anything changes. Choose Import 13 tasks.
Tips
Make it your own
Invite the client as a guest
Guests are free and see only this project. Choose the guest role when you share it.
Comment instead of email
Ask for feedback in the task's comments and mention the client, so the answer lands next to the work.
One project per client
Import the file once per client and rename the project, or copy the first one with Copy a project.
Use it again
Next time, choose New project → Start from → Copy a project. Sections and open tasks come along, and Start today moves the dates.
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Features it uses
Your clients, in the loop.
Start for free, import the board and invite your first client.