Agency project tracker

Ce qu’il contient

• Tasks: client, project, owner, due date, hours budget and hours logged, and progress (Not started → In progress → In review → Ready for client → Done)
• Projets: 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
• Clients: each client company and its contact
• Team: who signs in to the dashboard, as a lead or a member

Get started

1. Add your clients. One row per client company.
2. Set project budgets. Budget hours for each project.
3. 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.