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Client portal rollout checklist (after Jira)

A rollout checklist for agencies moving from Jira: portal access, request types, status expectations, and communication templates.

Guides Import Client portal
Guide. This is a recommended workflow for agencies. Use it even if you’re not using Timelint yet.

Portal rollouts fail when clients don’t know what to do differently. This checklist keeps it boring and clear.

Portal ticket
Clients follow status without learning your internal workflow.

Checklist

1) Decide the new intake path

  • Portal for new requests
  • Email only for emergencies (define what “emergency” means)

2) Define request types

  • Bug / Change / Question / Access
  • Add a short support intake form (keep it minimal)

3) Set expectations

  • What does “first response” mean?
  • What does “in progress” mean?
  • Where should updates live? (ticket thread)

4) Announce it with a short message

  • What changes
  • Why it’s better
  • How to submit a request

If you want a client portal designed for agency tickets, see: Client portal for agencies.

Related

From Jira admin to agency workflow (a calmer system)
A guide for delivery leads and Jira admins: keep the ticket-first mental model, drop the sprawl, and build a coherent agency workflow.
Jira field mapping guide (what to keep vs drop)
A guide for agencies migrating from Jira: which fields to keep, which to drop, and how to avoid importing the admin overhead.
Jira import checklist (agencies)
A practical checklist for importing from Jira without chaos: decide what to keep, map fields, simplify workflows, and roll out to clients.

Want the calmer workflow?

Start with a familiar Jira-style system that’s dramatically easier to navigate.

Start free Client portal