A scope-of-work workspace for web design and development engagements covering page count, design rounds, CMS integration, browser support, accessibility scope, and inbound-request classification with the AI Request Agent in Taskade.
What's Included
- Page Inventory: Each page with content type, design round count, and acceptance criteria.
- Design Round Tracker: Defined rounds per page with overage triggers.
- AI Request Agent: Classifies inbound client requests as in-scope, change-order, or out-of-scope.
- CMS and Integration Scope: Mind Map view of CMS, forms, e-commerce, and analytics integration with explicit exclusions.
- Browser and Device Support Matrix: Tested browsers and devices with documented exclusions.
Why This Template Wins
- Page-by-page scope clarity: Page count locked at SOW; additional pages always trigger change order.
- AI request triage: Inbound asks classified before the lead reads them, so triage is fast.
- Browser scope explicit: Legacy browser support, accessibility level, and device matrix documented from day one.
How to Use
- Clone this template into your Taskade workspace.
- Customize page inventory, design rounds, and integration scope.
- Connect your CMS, DocuSign, Slack.
- Train the AI Request Agent on the SOW.
- Set up automation triggers for round overage and change-order routing.
FAQ
Does this work for static sites vs custom-coded web apps?
Yes. Static-site emphasizes page count and CMS integration; custom-coded emphasizes feature scope and integration depth. Switch the engagement mode in workspace settings.
Can the agent classify inbound requests as scope creep?
Yes. Train the agent on the SOW's page inventory and round count. It classifies inbound asks as in-scope, change-order, or out-of-scope.
What plan supports a web-design agency engagement?
Pro ($16/mo annual) handles the engagement. Business ($40/mo) adds audit logs and approval workflows for client transparency.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Design Templates. Browse web apps in the Community Gallery.