Templates For agencies and working solo
Every client job goes through the same stages: a brief, the work, the client's review and their sign-off. This board gives each stage a column, starts you with the tasks most jobs need in the first two weeks, and keeps the brief and meeting notes next to them instead of in someone's inbox.
Free on Workel's free plan. For agencies, studios and freelancers running several client jobs at once.
Due dates count from the day you add the template, so the first week's work is already on your calendar.
Confirm scope, budget and deadline with the client
TomorrowHigh priority
Collect brand assets and logins
In 2 daysMedium priority
Agree how many review rounds are included
In 3 daysMedium priority
Draft the first concepts
In 7 daysHigh priority
Write the homepage copy
In 9 daysMedium priority
Send round one for feedback
In 10 daysMedium priority
Kickoff call
Doc
Client brief
What the client wants
One or two sentences in the client's own words: what they need and why now.
Deliverables
Budget and dates
Who to ask
Doc
Meeting notes
Kickoff call
Who was there, what was decided, and what each side owes the other by the next call.
Actions
Project chat
Client project tracker
Quick questions about the job, kept out of email threads. Everyone you add to the project is in it.