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GitScrum for Agencies

Digital agencies face unique challenges: multiple concurrent clients, billable hour tracking, varying project types, and client visibility needs. GitScrum provides the multi-project management, time tracking, and permission controls agencies need to deliver great work profitably.

Agency Challenges

ChallengeGitScrum Solution
Multiple clientsSeparate projects with permissions
Billable trackingTime tracking per task
Client visibilityClient role access
Resource jugglingCross-project allocation
Consistent deliveryProject templates

Agency Setup

Organization Structure

AGENCY ORGANIZATION IN GITSCRUM
═══════════════════════════════

ORGANIZATION: Acme Digital Agency
│
├── CLIENT: TechCorp
│   ├── Project: Website Redesign
│   ├── Project: Mobile App
│   └── Project: Maintenance Retainer
│
├── CLIENT: HealthPlus
│   ├── Project: E-commerce Platform
│   └── Project: SEO Campaign
│
├── CLIENT: StartupXYZ
│   └── Project: MVP Development
│
└── INTERNAL
    ├── Project: Marketing Site
    ├── Project: Tool Development
    └── Project: Training Materials

PERMISSIONS:
─────────────────────────────────────
Agency Owner    → All projects, all clients
Account Manager → Assigned client projects
Developer       → Assigned projects
Client (guest)  → Their projects only (filtered)

Client Permissions

CLIENT ACCESS CONFIGURATION
═══════════════════════════

CLIENT ROLE PERMISSIONS:
├── View: Project board and progress
├── View: Deliverable tasks
├── Comment: On client-visible tasks
├── Approve: Pending approval items
├── Hide: Internal tasks (use label)
└── Hide: Time/cost information

SETUP:
1. Create client user account
2. Assign "Client" role
3. Add to specific project(s)
4. Configure what labels are visible

INTERNAL VS CLIENT TASKS:
├── Label: "client-visible" → Client sees
├── Label: "internal" → Client doesn't see
├── Default: Visible (or configurable)
└── Bulk toggle for quick setup

CLIENT VIEW:
┌─────────────────────────────────────────────────────────┐
│  TechCorp - Website Redesign                           │
├─────────────────────────────────────────────────────────┤
│  Progress: ████████░░░░ 65%                           │
│                                                         │
│  CURRENT PHASE: Design                                  │
│  ├── Homepage mockup ✓ Complete                        │
│  ├── About page mockup ✓ Complete                      │
│  ├── Product pages → In Progress                       │
│  └── Mobile designs → Up Next                          │
│                                                         │
│  PENDING YOUR APPROVAL:                                 │
│  ├── Homepage mockup (click to review)                 │
│  └── Color scheme options (click to review)            │
│                                                         │
│  TIMELINE:                                              │
│  ├── Design: Jan 15 - Feb 15 (current)                │
│  ├── Development: Feb 16 - Mar 30                     │
│  └── Launch: April 1                                   │
└─────────────────────────────────────────────────────────┘

Time Tracking for Billing

Capturing Time

TIME TRACKING WORKFLOW
══════════════════════

PER TASK TIME ENTRY:
─────────────────────────────────────
Task: GS-234 Homepage design
Time: 4h 30m
Type: Design (billable)
Date: 2024-01-15
Notes: Initial mockup, client feedback round 1
─────────────────────────────────────

TIME TYPES:
├── Design (billable)
├── Development (billable)
├── Meetings (billable)
├── QA (billable)
├── Internal (non-billable)
├── Training (non-billable)
└── Admin (non-billable)

TRACKING METHODS:
├── Timer: Start/stop on task
├── Manual: Log after work
├── Daily: End-of-day bulk entry
└── Mobile: App for on-the-go

REPORTING:
├── By client
├── By project
├── By time type
├── By team member
├── By date range
└── Export for invoicing

Billing Reports

CLIENT BILLING REPORT
═════════════════════

┌─────────────────────────────────────────────────────────┐
│  TechCorp - January 2024 Time Report                   │
├─────────────────────────────────────────────────────────┤
│                                                         │
│  PROJECT: Website Redesign                              │
│  Period: Jan 1 - Jan 31                                │
│                                                         │
│  SUMMARY:                                               │
│  Total Hours: 82.5                                      │
│  Billable: 78.0                                        │
│  Rate: $150/hr                                          │
│  Amount: $11,700                                        │
│                                                         │
│  BY TYPE:                                               │
│  Design:       32.5 hrs    $4,875                      │
│  Development:  28.0 hrs    $4,200                      │
│  Meetings:     12.0 hrs    $1,800                      │
│  QA:            5.5 hrs      $825                      │
│  Internal:      4.5 hrs        $0 (non-bill)          │
│                                                         │
│  DETAIL (exportable):                                   │
│  Date     Task                Time  Type   Team        │
│  ─────────────────────────────────────────────────────  │
│  01/02    Homepage mockup     4.0h  Design  Sarah      │
│  01/03    Client meeting      1.5h  Meet    All        │
│  01/04    Homepage revisions  3.5h  Design  Sarah      │
│  ...                                                    │
│                                                         │
└─────────────────────────────────────────────────────────┘

Resource Allocation

Managing Capacity

AGENCY RESOURCE ALLOCATION
══════════════════════════

TEAM CAPACITY VIEW:
─────────────────────────────────────
Week of Jan 15:

SARAH (40h available):
├── TechCorp Website: 24h (60%)
├── HealthPlus Platform: 12h (30%)
└── Available: 4h (10%)

MIKE (40h available):
├── TechCorp Mobile: 32h (80%)
├── Internal Tools: 4h (10%)
└── Available: 4h (10%)

ALEX (40h available):
├── StartupXYZ MVP: 40h (100%)
└── Available: 0h (0%) ⚠️ At capacity

BOTTLENECK ALERT:
└── Backend capacity needed for week of Feb 1

REALLOCATION:
├── Move 8h from Mike to HealthPlus
├── Delay StartupXYZ feature by 1 week
└── Update client on timeline

Project Templates

AGENCY PROJECT TEMPLATES
════════════════════════

TEMPLATE: Website Project
─────────────────────────────────────
Phases:
├── Discovery (Week 1-2)
│   ├── Kickoff meeting
│   ├── Stakeholder interviews
│   ├── Content audit
│   └── Technical requirements
│
├── Design (Week 3-5)
│   ├── Wireframes
│   ├── Design system
│   ├── Page mockups
│   ├── Client review
│   └── Revisions
│
├── Development (Week 6-10)
│   ├── Environment setup
│   ├── Core templates
│   ├── Content integration
│   ├── Feature development
│   └── Testing
│
├── Launch (Week 11-12)
│   ├── QA testing
│   ├── Client UAT
│   ├── Migration
│   ├── Go-live
│   └── Post-launch support

AUTO-CREATES:
├── 25+ tasks with estimates
├── Milestones and deadlines
├── Labels configured
├── Client-visible tasks marked
└── Internal tasks hidden

Agency Best Practices

Client Communication

CLIENT COMMUNICATION WORKFLOW
═════════════════════════════

WEEKLY UPDATE (automated):
─────────────────────────────────────
Subject: TechCorp Weekly Update - Jan 15

Hi [Client],

Progress This Week:
✓ Homepage design approved
✓ About page mockup complete
✓ Development environment ready

This Week:
→ Product page templates
→ Mobile design kickoff
→ Content migration planning

Needs Your Input:
□ Review product page mockup (link)
□ Provide remaining product images

Timeline: On track for April 1 launch

View full project: [GitScrum link]
─────────────────────────────────────

APPROVAL WORKFLOW:
1. Designer marks task "Pending Approval"
2. Client notified via email
3. Client reviews in GitScrum
4. Client approves or requests changes
5. Team notified of decision

Best Practices

For Agencies

  1. Template everything — Consistency saves time
  2. Track all time — Profitability requires data
  3. Client visibility — Reduce "where are we" emails
  4. Separate concerns — Internal vs. client-facing
  5. Resource planning — See allocation across clients

Anti-Patterns

AGENCY MISTAKES:
✗ Mixing client data (privacy risk)
✗ Not tracking non-billable time
✗ Oversharing internal tasks
✗ No project templates
✗ Individual tracking vs. shared board
✗ No resource capacity view
✗ Manual status updates to clients
✗ Underestimating admin time