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How to Use GitScrum for Agency Client Projects?
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 |