Use case
Rollout status execs and customers can read
Engineering has the sprint board; customers and leadership often need something calmer—a phased story from pilot to production with artifacts attached. ClientBoards is that outward-facing layer: no guest seats in your dev tools, no screenshot-of-a-Gantt workflow.
Why this works
Phases that match how you ship
Model pilot cohorts, UAT, training, flag rollouts, and GA as stages—rename as your methodology changes.
Runbooks and comms next to the phase
Attach release notes, enablement decks, or cutover checklists to the milestone they support.
Timeline for launch windows
When a target date is agreed, surface it on the progress bar so sponsors see schedule risk early.
Dark, high-contrast templates when buyers expect “product”
Choose templates that feel closer to SaaS dashboards than consumer marketing—still fully yours to brand.
How teams set it up
- Create a board per customer rollout or per internal program of work.
- Mirror your RACI in stage titles so every stakeholder knows what “UAT complete” implies.
- Share with customer success and exec sponsors via one link; keep engineering detail elsewhere.
- Use client requests for structured change asks during pilot.
Outcome: Aligned expectations across technical and business stakeholders.
Ready to ship software & rollouts on a board clients actually open?