Content agency editorial portal
An editorial desk portal where a content agency shares the production board, calendar, approvals, style guide and results with a client.
- Industry
- Agencies
- Team
- Marketing, Client services
- Use case
- Client portals, Content and campaigns, Project management
- Tags
- Approval workflow Client delivery
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
-
Production board and editorial meeting
Page · Embedded on site route /production · Requires sign-in
-
Weekly standup notes
Page · Embedded on site route /production/standup · Requires sign-in
-
Editorial calendar review
Page · Embedded on site route /calendar · Requires sign-in
-
Editorial style and voice guide
Page · Embedded on site route /style · Requires sign-in
-
Evergreen refresh readout
Page · Embedded on site route /results · Requires sign-in
-
Dashboards
App · Client routes: /, /approvals, /calendar, /production, /production/standup, /results, /style
-
Tasks
App · Client routes: /production
-
Project Chat
App · Client routes: /library
-
Forms
App · Client routes: /approvals
-
File Request
App · Client routes: /approvals
-
Files
App · Client routes: /library
-
Onboarding
App · Client routes: /getting-started
-
Client Profiles
App · Seller team routes: /team · Requires sign-in
-
Dashboards Admin
App · Seller team routes: /team · Requires sign-in
-
Tasks Admin
App · Seller team routes: /team · Requires sign-in
-
Project Chat Admin
App · Seller team routes: /team · Requires sign-in
-
Files Admin
App · Seller team routes: /team/admin · Requires sign-in
-
File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
-
Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
-
Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
An editorial portal for content agencies coordinating work with clients. The client sees what needs their input, the production pipeline, standup notes, the editorial calendar, the style and voice guide, approvals, a refresh readout, a library and a getting started page. The agency keeps a separate team workspace for administration.
- Editorial desk home with items waiting on the client
- Production board and standup notes with live chart blocks
- Shared editorial documents open next to the work they describe
- Approvals page with forms and file requests
- Library with project chat and shared files
- Getting started checklist
- Agency-only team workspace
- Light, Dark and Futuristic themes
How to use this template
-
Review the desk
Open the live demo and follow the desk from waiting items to the production board and approvals.
-
Map your editorial flow
Decide which production stages, calendar and guidance your clients should see.
-
Plan client access
Decide which client pages need sign-in in your own Site. In the linked portal the client pages are configured without sign-in.
Frequently asked questions
What does Content agency editorial portal help me do?
An editorial desk portal where a content agency shares the production board, calendar, approvals, style guide and results with a client.
What is included in this template?
It includes Editorial desk home with items waiting on the client, Production board and standup notes with live chart blocks, Shared editorial documents open next to the work they describe and Approvals page with forms and file requests.
Who is this template designed for?
It is designed for Marketing and Client services teams working in Agencies.
What should I review before using this template?
Open the live demo and follow the desk from waiting items to the production board and approvals. Decide which production stages, calendar and guidance your clients should see.
Who can see the team workspace?
Only the agency team. It sits behind sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.