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🔁 Create Multi-Client Handoff Board Template with AI

Move agency clients from sales to delivery with checklists.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
STATUS · LIVE
v1

01 / Foundation - roots anchor data

Multi-Client Handoff Board Template

Move agency clients from sales to delivery with checklists.

// roots anchor data · the workspace remembers · reflexes emerge

Move agency clients from sales to delivery with checklists. Built on Taskade Genesis so you clone a living system, not a static doc.

What's Included

  • Live Taskade Genesis app you can try on the page
  • Cloneable records, board views, and follow-up paths
  • AI agents and automations you can extend

How To Use

  1. Open the live embed on this page.
  2. Clone into your workspace from Taskade Genesis.
  3. Replace sample data with your real jobs or clients.
  4. Connect related kits: generate hubs, agents, and automations

Explore the Community Gallery for more living systems.