Performance agency task operations
Coordinate paid-media delivery, internal work and client decisions with task ownership, due dates and workload visibility.
- Industry
- Agencies
- Team
- Client services, Marketing, Operations
- Use case
- Project management, Client portals, Content and campaigns
- Tags
- Client delivery Approval workflow
- Includes
- 1 app
Template preview
1 / 2
Included items
-
Tasks Admin app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
Manage performance-agency delivery from source checks and internal evidence to client decisions and account handover. The Tasks Admin app separates internal work from client-visible tasks, highlights overdue work and shows the decisions waiting on the client.
- Client decisions queue
- Internal and client-visible task filters
- Task ownership and due dates
- Workload and overdue summaries
How to use this template
-
Choose the project workflow
Match campaign stages and review responsibilities to your team's delivery process.
-
Assign owners and visibility
Identify internal owners and the decisions assigned to clients. Set which tasks clients can see.
-
Review access
Confirm each person's project access and task permissions before using the workspace with clients.
Frequently asked questions
Who is this app for?
Performance-agency account leads and delivery teams coordinating campaign work with clients.
Which work can it organize?
Campaign launches, pacing exceptions, creative briefs, performance reviews and account handover. Task titles and owners follow the selected project configuration.
How can tasks be viewed?
Use the task list or board, search for a task, filter by status and separate internal work from client-visible tasks.
Does the client see internal work?
Client and Admin audiences are separate. The Client app shows client-visible work; the Admin app also contains internal delivery tasks.
Can people update every task?
Updates depend on the person's role, project access and task assignment. Opening the gallery entry does not grant editing access to the app.
How do we use this for our own project?
Configure the project, task stages, owners and client visibility for your delivery process. Confirm access before sharing the workspace with your clients.