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.
The outcome
Every task has a client, hours are logged against each budget, and you see which deliverables are ready for the client.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
6 tables
- Tasks
13 fields
- Studio
3 fields
- Clients
6 fields
- Projects
8 fields
- Team
6 fields
- Time log
6 fields
2 apps
- Task dashboard
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
About this template
In Jocky's words.
What's inside
- Tasks: client, project, owner, due date, hours budget and hours logged, and progress (Not started → In progress → In review → Ready for client → Done)
- Projects: 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
- 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 click. 1 sentence. Yours.
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Click Use template on this page. Its 6 tables and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Add a client portal so clients approve work that's ready.” It changes the fields, steps, and screens to match.
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Your team works from it every day, and you change it whenever the work changes.
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Start with Agency project tracker
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
