Guide for web agencies
Project management for web agencies
A web agency needs one record per client project, milestones the client can sign off, tasks the team can pick up, and a place for support after launch. WorkSuite, the project app of Cloodo Workspace, keeps all of these together. Each project is linked to its client, its invoices and its payments.
Published · Updated
What does a web agency need from project management?
A web agency needs four things from project management: one record per client project, milestones for client sign-off, tasks for the team, and a support channel after launch.
Agency work runs on many client projects at the same time.
Each project has a client who approves the work in stages.
After launch, the same client sends change requests and support questions.
How do you set up a client project in WorkSuite?
To set up a client project in WorkSuite, create the client first, then add the project, its milestones and its tasks. The project then collects time logs, files, invoices and payments.
These steps follow the WorkSuite screens. Labels can differ slightly by version.
- Create the client in the Customers module. Fill in the client name, email and company name.
- Choose whether the client can log in to the app and receive email notifications.
- In the Work module, open Projects and choose Add Project.
- Fill in the project name, start date, deadline, client, project summary and project members.
- Open the project and add one milestone for each stage the client signs off.
- Add tasks with a title, assignee, start date, due date, priority and milestone.
How do milestones help with client sign-off?
Milestones split a website project into stages the client approves, such as design, build and launch. Tasks linked to a milestone show how close that stage is to done.
A milestone gives the client a clear point to review.
The team sees which tasks belong to the stage under review.
A project also has a task board, a Gantt chart and a burndown chart for planning.
How do you handle support after launch?
After launch, handle client requests as support tickets in WorkSuite. Tickets keep requests out of personal inboxes, and each one can have an owner on your team.
WorkSuite includes a ticket system for support requests.
Give every ticket one owner, so no request is lost.
Larger change requests can become new tasks or a new project.
How does project work turn into an invoice?
Each WorkSuite project has its own invoices, expenses and payments. Billing for the work starts from the same project record the team used to deliver it.
The invoicing workflow, from proposal to payment, has its own guide.
Where do outside providers fit?
When a project needs skills your team does not have, book a service from a verified provider on Cloodo. Its delivery is tracked in WorkSuite with your other work.
The service guide explains how services, projects and billing fit together in Cloodo Workspace.
Frequently asked questions
Can one client have several projects?
Yes. Each project is linked to one client, and the same client can have many projects. Invoices and payments are listed on the project too.
Can our clients see their own projects?
Yes. When you create the client, you can allow the client to log in to the app. Check what the client role can see in your settings before you invite them.
How should we use milestones on a website project?
Use a milestone for each part the client signs off, such as design or launch. Link the tasks of that part to the milestone.
Can we bring in outside help for a project?
Yes. Book a service from a verified provider on the Cloodo services page. Its delivery is tracked in WorkSuite next to your own projects.
Sources
- Froiden, Worksuite documentation: Creating Client, accessed 2026-11-13.
- Froiden, Worksuite documentation: Projects, accessed 2026-11-13.
- Froiden, Worksuite documentation: Tasks, accessed 2026-11-13.
- Worksuite by Froiden, product site, accessed 2026-11-13.
- Worksuite by Froiden, CodeCanyon product page, accessed 2026-11-13.