Projects and tasks
Every project, from kickoff to sign-off.
Boards your team will use, with assignees, priorities, due dates and the client's approval on each card. Briefs and meeting notes live next to the work.
How it works in AgencyHub
Boards built around client review
To do, in progress, in review, done. Moving a card to review asks the client for approval, so nothing ships without a yes.
- Priorities, due dates, tags and checklists on every card
- Milestones your client can follow
- Internal tasks the client never sees
Docs next to the work
Write the brief, meeting notes and checklists in the project. Share them with the client or keep them internal.
Milestones your client can follow
Group tasks under dated milestones. Progress fills in as tasks are done, and clients see the milestones you share with them.
Know what needs you today
The dashboard pulls together overdue invoices, quotes waiting for a reply, unbilled time and your tasks, with one-click actions.
And there's more
Templates
Start new projects from a template with the tasks already in place.
Recurring tasks
Weekly reports and monthly check-ins create themselves.
Dependencies
Mark what blocks what; a blocked task warns you before it moves.
Automations
Assign, notify or move tasks when something happens, no code needed.
Works with the rest of AgencyHub
Give your clients a better experience this week.
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