Agency Client Projects | Multi-Client Management

Agencies manage multiple clients with separate GitScrum projects, consistent workflows, and NoteVault documentation sharing. 30% improved client communication with structured PM tools.

4 min read

How to use GitScrum for agency client projects?

GitScrum helps agencies manage multiple client projects with separate boards, team visibility controls, and progress sharing. Create one project per client, configure board columns for your workflow, use labels for project phases, and share NoteVault documentation with clients. Agencies report 30% improved client communication using structured PM tools [Source: Agency Operations Survey 2024].

Agency project setup:

Create organization - One for your agency

Create client projects - One project per client

Standardize columns - Consistent workflow

Configure WIP limits - Capacity management

Set up labels - Phase, priority, type

Invite team - Assign per project

Create client docs - NoteVault for each

Recommended agency workflow columns

Column	Purpose
Backlog	All client requests
Approved	Client-approved work
In Progress	Active development
Internal Review	Agency review
Client Review	Awaiting client feedback
Revisions	Client-requested changes
Done	Completed work

Managing multiple clients

Strategy	Implementation
Separate projects	One per client
Consistent columns	Same workflow
Client labels	Easy filtering
Team allocation	Assign per project
WIP limits	Balance capacity
Unified dashboard	Overview all projects

Client communication with GitScrum

Need	GitScrum Solution
Status updates	NoteVault summaries
Progress visibility	Shared board view
Documentation	NoteVault docs
Request tracking	Task comments
Milestone tracking	Labels + columns

Agency-specific labels

Label Type	Examples
Phase	Discovery, Design, Development, QA
Priority	Urgent, High, Normal, Low
Client tier	Premium, Standard
Billing	Billable, Internal
Status	Blocked by client, Waiting feedback

Team allocation best practices

Practice	Reason
Clear project assignment	Know who's on what
Cross-project visibility	Help when needed
Capacity tracking	Prevent overload
Column subscribers	Right notifications
Auto-assign	Consistent routing

Tracking billable work

Method	Implementation
Time estimates	Task field
Actual time	Task tracking
Billable label	Filter for invoicing
Project reports	Time summaries
NoteVault	Invoice documentation

Client onboarding checklist

Step	Action
☐ Create project	Named for client
☐ Configure columns	Standard workflow
☐ Set WIP limits	Team capacity
☐ Create labels	Client-specific
☐ NoteVault setup	Project documentation
☐ Team assignment	Who's working
☐ Client access	If sharing

Agency benefits with GitScrum

Benefit	Impact
Organized projects	Client separation
Clear visibility	Know all status
Client communication	NoteVault sharing
Team efficiency	WIP limits
Documentation	NoteVault history