Updated
Client Project
Deliver client work from kickoff to sign-off.
Illustrative workflow
Step 1
Onboarding
Confirm the required inputs and owner before moving to the next stage.
Step 2
In Progress
Confirm the required inputs and owner before moving to the next stage.
Step 3
Client Review
Confirm the required inputs and owner before moving to the next stage.
Step 4
Revisions
Confirm the required inputs and owner before moving to the next stage.
Step 5
Delivered
Check the agreed completion conditions before closing the work.
Stages
Applying this template sets up your project's workflow with these stages, ready before you add a task.
Default Tasks
These starting tasks come pre-loaded — edit, remove, or add to them freely once the project exists.
Plan ownership before you start
For each starting task, agree an owner, a realistic due date and the evidence required for acceptance. The template gives you a structure; it does not estimate the effort or confirm availability.
Download the task checklist (CSV)Opens in spreadsheet apps. Owner, date and completion-evidence columns are blank for your plan. This download does not import tasks into the app.
Frequently Asked Questions
Can I give my client visibility without edit access?
Yes — invite the client with Viewer access so they can follow progress through Client Review without being able to change anything.
Can I track billable time against this project?
Yes — log time against any task, and it rolls up automatically at the project level for invoicing.
Is this template available on the Free plan?
Yes — all built-in templates are available on every plan, including Free.
Put this workflow into practice
Keep the client agreement, change requests and acceptance decisions together.
Scope Creep: Examples and a Practical Change Checklist
Scope creep is growth in project work without an explicit agreement about its effect on time, cost or the intended outcome. Manage it by documenting the baseline, recording proposed changes and making the trade-off visible before accepting more work.
ExploreProject Status Report Template: Progress, Risks and Decisions
A project status report summarizes progress toward an outcome for a stated reporting period. Include completed deliverables, upcoming commitments, risks, changed dates and decisions needed, with an owner for each follow-up.
ExploreProject Handoffs: Context, Acceptance and a Named Owner
A project handoff transfers responsibility with enough context for the next owner to act. It should include the current state, completion criteria, relevant decisions, open risks and a clear agreement that the recipient accepts ownership.
ExploreUse the Client Project Template
Free plan available — no credit card required.