Ascendly PM · Clients page redesign

Two ways to redesign the Clients page

Both are clickable mocks with sample data (made-up client names). Try archiving a client, unarchiving it from the Archived tab, and opening completed work. Nothing here touches the live PMS.

What you asked for

1 · Archive past clientsArchive or deactivate past clients, keep them in one place, and unarchive them later.

2 · Next recurring taskShow each client's next upcoming recurring task.

3 · Less space for completed workHide completed tasks behind "see more".

The two concepts

CONCEPT A

Focus Pane

Today's layout (client list on the left, work on the right), cleaned up. One client at a time.

Active / Archived tabs at the top of the client list
Each client in the list shows its next recurring task
A "Next up" card at the top of each client
Completed work shrinks to one line; open it to see 10 at a time

Smaller change · closest to todayOpen →

CONCEPT B

Client Directory

Opens on a table of every client. Click one for its full page.

"Next recurring" column you can sort by, overdue in red
"Recurring this week" strip across all clients
Select several clients and archive them together
Client page groups completed work by month, all closed to start

Bigger change · best overviewOpen →

Same in both

Archiving never deletes anything. An archived client drops out of the client pickers on cards, checklists and templates. Existing tags and history stay, and you can unarchive any time.
When you archive, you can also pause that client's recurring rules (on by default) so no new tasks get created. Unarchiving turns those rules back on.
"Next recurring" is worked out from active recurring rules whose template is tagged with that client. No extra setup needed.
Tag color, period chips, the board/assignee/status filter, Restore for archived cards and the GitHub panel all stay. Delete moves into the ⋯ menu.
Both work on phones: try them at phone width.

Sample data only. "Today" is fixed at Thu, Nov 5 so the dates read the same for everyone.