How to run a client project with tasks and boards

A client project is just a promise broken into steps. Here’s a repeatable way to set one up in Kliently so nothing falls through the cracks.

1. Start from the project

Create the project and add its tasks under it. Each task gets an owner (or a few), a due date, and — if you bill hourly — a time estimate so you can compare planned vs. tracked later.

2. Make your statuses a workflow

Your board columns are your workflow. The defaults — To Do, In Progress, In Review, Done — fit most studios, but you can rename, recolor, and reorder them under Settings → Tasks. Drag a card across the board as work moves.

3. Break big work down

For anything non-trivial, add subtasks and a checklist. If one task can’t start until another finishes, add a dependency — Kliently won’t let you mark a task done while a blocker is still open.

4. Save it as a template

Once you’ve built a project plan you like, save it as a task template. Next time you onboard a similar client, apply the template and the whole task list scaffolds in one click.