Workdue
Organisation guide

How to organise client work with spaces and lists

A simple structure for agencies and freelancers: one space per client, a few lists inside, and tags for everything else.

Aditya
Aditya, Founder of Workdue
· 6 min read

Key takeaways

  • Use one space per client, plus one Internal space for your own work.
  • Keep lists few and stable, based on the type of work, not the month.
  • Use tags for things that cut across clients, like urgent or waiting on client.
  • Add each client website so their logo appears everywhere their tasks do.

The simple structure that scales

The biggest mistake people make with any task tool is building a structure that is too clever. It feels organised on day one and becomes a maze by week three. In Workdue, keep it to three levels:

  1. Spaces for each client or major area, such as ICICI, Helios MF or Internal.
  2. Lists inside a space for the type of work, such as Technical SEO, Content and Reporting.
  3. Tasks inside lists, with tags, due dates and subtasks.

This mirrors how you actually think about your work. When a client emails, you know exactly where the task belongs.

Setting up client spaces

Click + next to Spaces in the sidebar. Give the space the client name you use day to day, then add their website. Workdue looks up the brand logo from a few public sources and uses it in the sidebar, the task drawer and the command bar.

If the logo is not found or looks wrong, upload your own image. Workdue resizes it automatically. You can also pick a colour, which is used for that client's blocks in the Week view. Choose clearly different colours for clients you work on at the same time.

Tip: Create an Internal space for admin, learning and your own projects. Mixing personal work into client spaces makes reports and reviews harder.

Choosing the right lists

Good lists are stable. They should still make sense in six months. Lists named after months or weeks become clutter, because dates already handle time in Workdue.

Some lists that work well for agencies and consultants:

  • Strategy and audits
  • Content and briefs
  • Technical fixes
  • Reporting
  • Client requests

Start with two or three lists per client. Add more only when a list gets too long to scan.

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Tags for everything else

Tags handle what lists cannot: attributes that cut across clients. Open a task, type a tag in the Tags field and press Enter. Useful tags include urgent, waiting on client, quick win and needs review.

Search finds tags too, so typing waiting in the search bar shows every task you are blocked on across all clients. That one search can replace a whole follow up spreadsheet.

Seeing everything at once

Click Everything in the sidebar to see tasks from all spaces together, or My tasks to see only what is assigned to you. Click a space to focus on one client, or a list to focus on one type of work.

Every view respects this selection. The Week view of a single client is a great way to prepare for a status call.

Keep it clean every Friday

Ten minutes on Friday keeps the system trustworthy:

  • Mark finished work as done so the Week view stays honest.
  • Move anything overdue to a real new date instead of leaving it red.
  • Delete tasks that no longer matter. If you might need them, they belong in a note, not your task list.

Then read how to plan your week with time blocks to set up Monday.

Frequently asked questions

How many spaces can I create?

There is no fixed limit on spaces or lists. Most people use one space per active client and one Internal space.

Why is my client logo not showing?

Some websites do not publish a logo that Workdue can find. Open the space settings and upload a logo image, or choose a colour instead.

Can I move a task to another client?

Yes. Open the task and change the List field. You can move it to any list in any space.

Should I use lists or tags?

Use lists for the main type of work and tags for attributes that cut across clients, such as urgent or waiting on client.

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