Agency project tracker
Task tracker for agencies running work for several clients: a client on every task, hours logged against each project's budget, and a Ready for client status for each deliverable.
El resultado
Every task has a client, hours are logged against each budget, and you see which deliverables are ready for the client.
Mírala en acción
La propia plantilla, con sus registros de ejemplo. Explórala antes de usarla.
Qué hay dentro
Todo lo de abajo viene funcionando, con registros de ejemplo, listo para que lo adaptes.
6 tablas
- Tasks
13 campos
- Studio
3 campos
- Clientes
6 campos
- Proyectos
8 campos
- Team
6 campos
- Time log
6 campos
2 aplicaciones
- Task dashboard
Una aplicación sobre las tablas
- Playbook
Una aplicación sobre las tablas
Conexiones
No necesita cuentas externas.
Sobre esta plantilla
En palabras de Jocky.
Qué hay dentro
- Tasks: client, project, owner, due date, hours budget and hours logged, and progress (Not started → In progress → In review → Ready for client → Done)
- Proyectos: each client project with its budget hours, hours used, hours left, and whether it's over budget
- Time log: the hours each person logs against a task, by day
- Task dashboard (app): hours used against budget, this week's work sent to clients and tasks gone over budget, your tasks, and each task's hours and progress
- Clientes: each client company and its contact
- Team: who signs in to the dashboard, as a lead or a member
Get started
- Add your clients. One row per client company.
- Set project budgets. Budget hours for each project.
- Invite your team. They sign in with their email and log hours.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Your team signs in to the Task dashboard with a one-time code sent to their email; a lead gives each person a role. Project collaborators who sign in with Teable are leads. Members log hours and move their work up to In review; leads send work to the client and manage clients, projects and budgets.
Comes with sample data for a made-up design agency, Studio Halden. Every sample email is on example.com.
1 clic. 1 frase. Tuya.
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Haz clic en «Usar plantilla» en esta página. Sus 6 tablas y 2 aplicaciones se abren en tu Teable ya funcionando, con registros de ejemplo. Nada que instalar, nada que configurar.
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Cuéntale a Teable AI qué cambia en tu caso, con tus propias palabras: «Add a client portal so clients approve work that's ready». Adapta los campos, los pasos y las pantallas.
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Tu equipo trabaja con él cada día, y lo cambias cada vez que cambia el trabajo.
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Empieza con Agency project tracker
1 clic para empezar, 1 frase para adaptarla a tu negocio. Sin desarrolladores y sin la aplicación que ya tienen todos los demás negocios. ¿Quieres ayuda para configurarla? Nuestro equipo puede hacerlo contigo.
