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How to Manage Client Projects for Development Agencies?
How to manage client projects for development agencies?
Manage client projects by creating separate GitScrum projects per client, using labels for project priority and type, and monitoring team capacity across all projects. Set client-appropriate visibility (Viewer access for transparency), use Team Standup to track developer allocation, and use Reports to ensure no single client monopolizes resources.
Agency project organization
| Level | Purpose | Example |
|---|---|---|
| Workspace | Business unit or team | "Development Team" |
| Project | Per client engagement | "Acme Corp - Web Redesign" |
| Columns | Workflow stages | Standard or client-specific |
| Labels | Cross-project categorization | Priority, type, tech stack |
Client visibility setup:
- Create client project - Named clearly for client
- Set up workflow columns - Standard agency process
- Add team members - Assign developers as Members
- Invite client - Add as Viewer role
- Configure what's visible - Public notes only
- Set up reports access - Share progress dashboards
- Establish update cadence - Weekly summary notes
Balancing multiple clients
| Challenge | Solution |
|---|---|
| Developer spread thin | WIP limits per person |
| One client dominates | Allocate % per client |
| Priority conflicts | Clear priority labels |
| Context switching | Dedicated days per client |
| Capacity planning | Team Standup visibility |
Labels for agency projects
| Label | Purpose |
|---|---|
| client:high-priority | Key account priority |
| type:retainer | Ongoing retainer work |
| type:fixed-bid | Fixed scope project |
| urgent | Needs immediate attention |
| blocked:client | Waiting on client input |
| billable | Billable hours |
| internal | Non-billable work |
Multi-client capacity management
CAPACITY ALLOCATION:
┌─────────────────────────────────────────────────────────────┐
│ TEAM OF 8 DEVELOPERS │
├─────────────────────────────────────────────────────────────┤
│ │
│ Client A (Premium): 3 developers, 37.5% │
│ Client B (Standard): 2 developers, 25% │
│ Client C (Standard): 2 developers, 25% │
│ Internal/Support: 1 developer, 12.5% │
│ │
│ Use Team Standup to verify allocation matches plan │
│ Use WIP limits to prevent over-commitment │
│ │
└─────────────────────────────────────────────────────────────┘
Client communication with GitScrum
| Touchpoint | Method |
|---|---|
| Real-time status | Client Viewer access |
| Weekly summary | NoteVault update note |
| Blocking issues | Email notification |
| Milestone completion | Task comments |
| Monthly review | Reports export |