Performance agency client tasks
Give clients one view of campaign tasks, creative decisions and delivery progress, with clear owners and due dates.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Project management, Client portals, Content and campaigns
- Tags
- Client delivery Approval workflow
- Includes
- 1 app
Template preview
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Included items
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Tasks Client app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
Keep paid-media delivery visible to clients. The Tasks Client app organizes campaign launch, pacing exceptions, creative briefs, performance reports and account handover into a project task list. Clients can follow the work by stage, open task details and see the people responsible.
- List and Kanban task views
- Progress by delivery stage
- Search and status filters
- Task details, comments and attached files
How to use this template
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Choose the project workflow
Match campaign stages and review responsibilities to your team's delivery process.
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Assign owners and visibility
Confirm which tasks clients can see and who is responsible for each next step.
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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 clients and account teams who need a shared view of campaign delivery and decisions.
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 list or Kanban view, search for a task and filter by status or delivery stage.
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.