Structuring Workspace for client project management

[ThomasArnold]

Hello, I would like some advice on how to structure my workspace in Monday.
Indeed, we are a team of 5 people who work on projects for our clients. Thus, we currently have around fifteen clients with 35 projects in progress.


We have currently structured our workspace as follows:
• A board for general monitoring of all our projects: 1 groupe = 1 client / 1 card per project / Kanban view for monitoring projects in progress, blocked, new request…
• One file = 1 client
• One board = 1 project / attached in the client’s file.
There is currently no link between general project monitoring and each project board.


I don’t know if my description is very clear… I would like to have your opinions on this structuring and if you had any other recommendations.


THANKS !!

 

[LeeSaymon]

Grouping clients and projects the way you have is clear, but adding a consistent labeling system for priority, deadlines, or project status might help your team stay aligned.

If you're looking for ideas beyond software, frameworks like project management uk often emphasize combining high-level tracking with detailed task management. Applying something similar, like creating templates for repetitive tasks or client workflows, could save time and make the process smoother.