Template

Client Project Template

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Working in a client-facing field is challenging but rewarding. You get to work directly with decision-makers at a company, impacting several aspects of their business. Since most client-facing roles tend to be heavily project-based and ever-changing, we’ve designed this client project template to manage and organize client deliverables.

This template will help you clearly define the progress of client-facing project, categorize them by group or project leader, and communicate seamlessly with your team via Hive chat.

A few quick tips to effectively use this client project template:

  • The Gantt Chart is the perfect way to get started laying out your client-facing projects. Map out major deliverables, set dependencies, and assign due dates.
  • Once the project is mapped out, simply switch to the Kanban Board or Table View┬áto monitor day to day progress.
  • Monitor the project and be alerted to any potential risks using Hive Analytics.
  • Quick Tip: Want to easily see what each team member has assigned to them? Check out team view!

Get Started

Plan out your client projects in Hive.

Try This Template

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