Project management for marketing agencies
Coordinate campaigns, content, channels, deadlines, approvals, and reporting without rebuilding status by hand.
Where campaign delivery breaks down
Campaigns span more channels than boards
One campaign becomes work across content, design, paid, and email, and no single view tells you whether the launch is genuinely on track.
Reporting is rebuilt every month
Someone exports, pastes, and reformats the same numbers into a deck because delivery data and the client report live in different tools.
Requests arrive without the details
A one-line message starts work that needs an audience, an offer, a channel, and a date, so the first two days go to clarification.
Built for the way the work actually moves
Standardize campaign intake
A public intake form collects the brief in the shape your team needs: objective, channel, audience, offer, assets, and go-live date. Submissions become tasks in the right project and stage, so a request never starts as a guess.
Intake
For marketing agenciesSee work across clients and channels
The same tasks render as Kanban, Table, Calendar, Gantt, and Flow. Plan the launch on a timeline, run the day on the board, and watch throughput in Flow, without moving data between tools.
Plan
For marketing agenciesTurn delivery data into client-ready reports
Build a report once from task-level data, save it to a dashboard, and export a branded PDF. The monthly update stops being a rebuild and becomes the same definition every time.
Produce
For marketing agenciesA complete client-delivery loop
From the first request to a recorded decision, in one place.
Intake
A structured request lands as a task with the campaign details attached.
Plan
Schedule across channels on Calendar and Gantt, with dependencies.
Produce
Automations assign, notify, and move work as stages change.
Approve
The client signs off in their portal, inline, with a note.
Report
Export the same governed data as a branded PDF.
Common questions
Yes. Group related projects inside a client workspace, then use Table and Gantt to see the whole campaign across them.
Yes. WHEN/THEN rules assign, notify, move, and escalate, with a recipe library and a dry run before anything goes live.
Reports are built from task-level data in the workspace, so an export reflects the current state rather than a snapshot someone pasted.
See the workflow with your own process
Tell us how work enters your team, who delivers it, and where clients make decisions.