Clients

• How to add a client and fill in the strategic profile

  How to create a client in Scrumboards, fill in company details, contacts, and the strategic profile your team and AI use.

• Client Brand Kit and file library

  Store logos, colors, fonts, and references in the Brand Kit, and organize contracts, briefs, and links in each client's Files tab.

• Client portal: what clients see and how to give access

  Give your client their own Scrumboards login with a client role, so they can follow only their own projects, tasks, and data.

• How to create a monthly client report

  Build the month's report on the client record: automatic delivery and hours data, AI summary, month close, and a PDF to send.