How to organize and manage client projects

Managing multiple clients and delivering quality software can be tricky.

Regardless of how your team is structured, you can organize client projects in Zepel in such a way that you never drop the ball.

Follow along with this article and see how you can level up your development process, keep all your clients updated, and deliver quality software every time.


1. Create your first project

Key Goals:

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Scalable way to manage multiple clients

Creating a project is the first thing you’ll be doing once you sign up for Zepel.

A project in Zepel is where a cross-functional team collaborates with a client and work on developing software and features.

To get the maximum value, services and agency teams create a project for each client. This allows teams such as yours to quickly jump between projects and see where work stands for each client.

All Projects in Zepel

Acme Corp named each project after their clients' name.


Learn how to create a project ->


2. Create Features to prioritize and align everyone

Key Goals:

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Single source of all the work related to a client

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Align everyone on a common goal

Now that you’ve created a project for your client, it’s time to create Features.

A Feature in Zepel is a collection of actionable items - user stories, tasks, subtasks, bugs, and enhancements - that can be tracked and executed. Each project can have multiple Features.

If you’re already used to agile methodologies and its terminologies, think of a feature as an epic.

This makes it effortless for people who are new to agile to get started without having to go through a steep learning curve.

Track Feature Progress in Zepel

All features built for Skylet viewed in a Kanban to prioritize, view progress, and act as a roadmap.


See how to organize Features ->


3. Create actionable items inside your Feature

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See who is working on what

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Get the complete picture of a specific feature

Once you’ve created a Feature on, its time to start adding items so you can track its progress.

Within a Feature you can create:

  1. User Stories
  2. Tasks
  3. Subtasks
  4. Enhancements
  5. Bugs
  6. Sections

After you’ve created items to plan your Feature, you can have conversations with clients, add descriptions, and upload attachments to each item. And of course, all items, except Section, can have multiple assignees, a status, a due date, and an estimate.

Items and its types in Zepel

A quick glance tells us that the "Image Filters" feature is using Dev Board and QA Board. We can also see who is working on what and that some items are part of a Sprint.


NOTE: If you want to add miscellaneous bugs, smaller user stories, and tasks that do not belong to a Feature, you can add them to the project’s List which is located above the Dashboard.

Learn how you can quickly create a list of items ->


4. Add a Board for each team

Key Goals:

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Manage multiple teams

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Manage workload for team members

When building software for a client, you’ll need to bring multiple members from several teams to contribute - design, engineering, and QA.

To accomodate each team, you can add multiple Boards in Zepel. That means, for example, your designer can move a user story inside a Feature from Design Board - Done to Dev Board - Todo and easily handoff work from one team to another.

The advantages of adding a separate Board for each team includes:

Boards in Zepel

Dev Board shows all the items that are being worked on by the development team in the project. Add filters to manage workload.


Learn how to create and use Boards ->


That’s it, your client project is all set up!

You can now effortlessly plan new features, collaborate with team members and clients, plan and run Sprints, work distraction-free with My Tasks, and identify opportunities to remove inefficiencies with reports.


Ready to effortlessly manage client projects?

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Further Reading