If your agency works in a monthly billing fashion, then Workado is the perfect system to help you manage your team's workflow.
We believe in viewing your entire agency based on a calendar month basis. This way you know the progress of your campaigns company wide at any given time.
If you bill hourly for your campaigns, you can track progress based on time spent versus budgeted. Otherwise for retainer based agencies, campaign progress is determined by tasks completed and remaining.
Each campaign's progress bar resets every month and the progress bar color tells you what you need to know at-a-glance:
Attach files to individual tasks (screenshots, blog content, etc). In addition, you can attach files to an overall campaign through the Notes section (logins, onboarding form, etc).
On the first of every month your client's will receive an email like the one shown above.
It includes all of the tasks your team completed on their campaign from the previous month, the task description, the completion note that was left by whoever completed the task, as well as the date the task was completed.
Every account starts off with a FREE 14 Day Trial.
Take a client's URL and get them into the system.
Create a series of commonly used tasks and save them as templates for quicker loading across future campaigns!