TaskWhite for Agencies

Agencies juggle multiple clients, diverse projects, and tight deadlines simultaneously. TaskWhite gives account managers and creatives the tools they need to stay organized, collaborate effectively, and deliver exceptional work to clients.

Common Workflow Challenges in Agencies

  • Scope Creep: Without clear task definitions and approvals, client requests can easily expand beyond the original agreement.
  • Resource Allocation: Struggling to see who is overloaded and who has the capacity to take on new client work.
  • Client Communication: Client feedback gets buried in email threads, leading to confusion and multiple revisions.
  • Disorganized Assets: Finding the final, approved version of a logo or ad creative takes too long.

How TaskWhite Can Help

  • Client Workspaces: Organize projects by client to keep deliverables, tasks, and communications compartmentalized.
  • Clear Approvals: Use custom fields and task statuses to track internal reviews and final client approvals.
  • Task Dependencies: Ensure copy is finalized before design begins by linking dependent tasks.
  • Centralized Feedback: Keep all feedback, design files, and discussions attached to the specific task they relate to.

Example Workflows

  1. Website Redesign: Manage the entire process from wireframing and copywriting to development and QA testing.
  2. Monthly Retainer Management: Track ongoing SEO, social media, or content creation tasks for retainer clients.
  3. Campaign Ideation & Pitching: Collaborate internally on strategy and creative concepts before presenting to the client.

Recommended Templates

  • Agency Client Onboarding
  • Website Development Tracker
  • Marketing Campaign Workflow

FAQs

Q: Can we invite clients to see their projects? A: Yes, you can invite clients as guests to specific projects. You control what they can see, allowing for transparent collaboration while keeping internal discussions private.

Q: How do we manage repeatable processes for different clients? A: You can build custom project templates for common services (like a standard SEO audit or logo design process) and duplicate them for every new client.