Every client has projects, milestones and tasks. The workload planner shows who has too much on, and the timesheet shows where the hours actually went.
Tasks arrive from client emails, meetings, retainers, milestones and the content calendar. Everyone sees the same list, filtered to them.
| Task | Client | Source | Est. |
|---|---|---|---|
| Swap hero image | Harbour Dental | 0.5h | |
| Approve blog outline | Verde | Content | 0.25h |
| Q3 report commentary | Northside | Recurring | 1h |
| Install GA4 on new site | Ember Coffee | Milestone | 1.5h |
| Kick-off notes → scope | Atlas Roofing | Meeting | 0.5h |
A backlog on the left, the team's week on the right. Overloaded days turn amber, then red. The planner suggests where a task fits, and every move can be undone.
| Team | Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|---|
| Jess M. | 6h | 7h | 9h | 5h | 4h |
| Arjun K. | 4h | 5h | 6h | 6h | 3h |
| Sam R. | 7h | 11h | 7h | 6h | 5h |
| Lena T. | 3h | 4h | 5h | 2h | 2h |
Milestone templates per service seed a project with dated milestones and checklists. Checklist items become tasks a set number of days after install. Share a milestone with the client as a live progress page in the client portal.
A weekly grid for the whole team, a personal summary, and per-client monthly views. Each client's retainer converts to a monthly hours commitment, so over- and under-servicing is visible early.
| Client | Committed | Delivered | |
|---|---|---|---|
| Harbour Dental | 20h | 18.5h | |
| Northside Plumbing | 12h | 15h | +25% |
| Oakline Physio | 16h | 9h | |
| Verde Landscaping | 8h | 7.5h |
BI dashboards for utilisation, productivity, profitability, capacity and backlog.
Meetings sync from the calendar. Attended or no-show gets recorded, and notes become actions.
Monthly and yearly views of maintenance commitments and dev hours per client.
One inbox for mentions, assignments and approvals, with read state and filters.
Everything that happened on a client or project, in order.
Add the fields your agency tracks without waiting for a release.
Keywords, ideas, writing, approvals, calendar
Explore →Email ingestion, rules, AI task creation
Explore →Client hub, onboarding, access, portal
Explore →Pipeline, quotes, proposals, invoices
Explore →Reports, BI, portfolio, presentations
Explore →One link for client Google platform access
Explore →Tell us a little about your agency and we'll book a 30-minute walkthrough with your own clients in mind.
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