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.
Il risultato
Every task has a client, hours are logged against each budget, and you see which deliverables are ready for the client.
Guardalo in azione
Il modello vero e proprio, con i suoi record di esempio. Esploralo prima di usarlo.
Cosa c'è dentro
Tutto quello che trovi qui sotto è già funzionante, con record di esempio, pronto da rimodellare.
6 tabelle
- Tasks
13 campi
- Studio
3 campi
- Clienti
6 campi
- Progetti
8 campi
- Team
6 campi
- Time log
6 campi
2 app
- Task dashboard
Un'app basata sulle tabelle
- Playbook
Un'app basata sulle tabelle
Connessioni
Non richiede account esterni.
Informazioni su questo modello
Con le parole di Jocky.
Cosa c'è dentro
- Tasks: client, project, owner, due date, hours budget and hours logged, and progress (Not started → In progress → In review → Ready for client → Done)
- Progetti: 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
- Clienti: 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. Tuo.
-
Fai clic su “Usa modello” in questa pagina. Le sue 6 tabelle e 2 app si aprono nel tuo Teable già funzionanti, con record di esempio. Niente da installare, niente da configurare.
-
Di' a Teable AI cosa c'è di diverso, con parole tue: “Add a client portal so clients approve work that's ready”. Adatta campi, passaggi e schermate.
-
Il tuo team ci lavora ogni giorno e tu lo modifichi ogni volta che il lavoro cambia.
Modelli
Altri modelli per agenzie
Prima i più usati.
-
Client portal
Give each client a page with project status, files, and a request form, while you work from the same records.
-
Creator outreach
Find YouTube creators who fit your audience, see why each one fits, and send personal outreach from your own email.
-
SEO content tracker
Plan articles around keywords, let AI draft each brief, and track every piece from idea to published.
Inizia con Agency project tracker
1 clic per iniziare, 1 frase per adattarlo alla tua attività. Niente sviluppatori, niente app che hanno già tutti gli altri. Vuoi una mano a configurarlo? Il nostro team può farlo insieme a te.
