01
Capture every incoming request
New client requests land in Intake with the client name, brief, and deadline attached. Nothing slips through when every ask has a card.
// Agency Template
Multi-client workflow on one board.
Agencies juggle dozens of client deliverables at once. This board gives you a single pipeline from intake through active production, review, approval, and invoicing - so nothing falls through the cracks.
Intake
3Acme Corp - rebrand landing page and ad set
Priority
GreenLeaf - monthly social media content package
Northwind - SEO audit and content strategy
Urgent
Active
2Acme Corp - design three ad variations for Meta
Design
GreenLeaf - draft Instagram and LinkedIn posts for June
Review
2Northwind - present SEO findings to marketing director
Review
Acme Corp - internal creative review before client share
Review
Approved
1GreenLeaf - May social content approved and scheduled
Done
Invoiced
2Acme Corp - invoice #1042 sent for landing page phase
Priority
Northwind - retainer invoice for Q2 SEO engagement
02
Assign and execute in Active
Move cards to Active when work begins. Assign team members, set due dates, and use checklists to break large deliverables into trackable steps.
03
Route through internal and client review
The Review column is your quality gate. Cards stay there until both internal leads and the client sign off, preventing premature delivery.
04
Track approvals and invoicing together
Approved work moves to Invoiced once the bill goes out. You always know which deliverables have been billed and which are still pending.
01 How do I manage multiple clients on one board?
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Prefix each card title with the client name, or use labels to color-code by client. For agencies with many concurrent clients, create one board per client and use the multiboard view for the big picture.
02 Can I track billable hours with this template?
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Flux focuses on workflow visibility, not time tracking. Use the card description or a checklist to log hours, or integrate with your time-tracking tool via the Flux REST API.
03 Is this template free?
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All Flux templates are free. Sign up, create a board, and set up columns to match this layout. No credit card required.
// Scale your agency
More clients. Less chaos.
Free kanban boards with real-time sync, labels, and drag-and-drop.