Client-Facing Board Handoff (Handoff)

Client-Facing Board Handoff (Handoff)

1. 01

   Freeze the internal board and export a read-only snapshot before building anything client-visible

   Archive the working view so internal comments, budget notes, and staffing debates never leak into the shared space. The snapshot becomes the audit trail if a client disputes what was agreed.

2. 02

   Map every internal field to a client-safe equivalent and delete the rest

   Internal statuses like 'waiting on creative capacity' become 'in progress'. Fields with no client meaning (margin, utilization, internal owner) get removed rather than hidden, because hidden fields surface in exports and API pulls.

3. 03

   Assign one named agency owner per client-visible task

   Shared boards fail when a task shows a team name instead of a person. Clients escalate to whoever is listed, so list the delivery lead, not the pod.

4. 04

   Set client permissions to comment and attach, not edit or delete

   Comment rights preserve the feedback loop; edit rights let a client silently rewrite a deadline. Where a client insists on editing, give them a separate request queue that feeds the internal board.

5. 05

   Publish a one-page board legend with status definitions and response timeframes

   State what each status means, who moves a task between them, and how long a client review window lasts. This single page prevents most 'what does this column mean' threads.

6. 06

   Run a 20-minute walkthrough with the client's day-to-day contact and record it

   Cover where to find deliverables, how to request changes, and what triggers a notification. Recording it means new client staff can be onboarded without a second live session.

7. 07

   Schedule a 30-day review of board usage and prune what nobody opens

   Track which views get visited and which notifications get ignored. Boards that accumulate unused tabs train clients to stop looking at any of them.