FeaturesTasks

Simplified Marketing Task Management Software

Keep projects on track with easy-to-use marketing task management built for agencies. Assign tasks, collaborate with your team, and monitor progress—all in one place.

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A screenshot of the free marketing agency task management software available in AgencyAnalytics

Keep Your Team Focused and Your Projects Moving

From client deliverables to internal action items, manage every task in one place. Assign work, track progress, and eliminate the chaos of scattered tools, so your team spends less time coordinating and more time delivering.

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Assign Tasks

Create and assign tasks to categories, campaigns, and team members

Monitor Workflows

Review workflow tasks from an account level or filter by campaign, assignee, & more

Manage Activities

Edit tasks as needed and receive notifications to keep things on track

Prove Progress

Highlight completed tasks within automated reports

KEEP WORK ON TRACK

Automated Task Management Notifications

Keep your entire team on top of all the important activities that ensure your agency moves forward and your clients realize success. Notifications are automatically triggered when someone is assigned to a task, when a due date is added to a task, and when that due date is 24 hours away.

A screenshot of team member task assignment settings in AgencyAnalytics

EASY TASK UPDATING

Edit Your Tasks Efficiently

Tasks continually evolve over time. AgencyAnalytics makes it easy to adjust all aspects of your agency's upcoming activities and workflows. Edit the name of a task, which team member takes the lead, the due date, and more. Ensure your tasks and your team remain up-to-date and on target.

Click and edit your agency's tasks and workflows with ease!

PUT RESULTS ON REPEAT

Manage Your Recurring Tasks

If your agency has tasks that need to be performed repeatedly at regular intervals, set them up as recurring tasks. Schedule them to automatically repeat daily, weekly, bi-weekly, monthly, quarterly or annually. Select which day of the week you want your task to repeat. Set a start date and end date for the task recurrence. Enhance your agency's workflow efficiency by adding speed and automation to your recurring task management process.

Set your marketing agency's tasks to repeat.

DO MORE OF WHAT WORKS

Clone Your Tasks With a Click

Need to repeat a certain task, but setting it to recurring might be a bit too much? Clone it! Cloning a task quickly creates a copied version you can edit and assign as needed without needing to establish a recurring schedule.

Clone your agency's important tasks with just a click.

SIMPLE TASK FILTERING

Quickly View Key Tasks

Hone in on the tasks that matter most right now. Quickly and easily filter all your tasks at the account level by assignee, client, category, due date, and status. You can also filter any tasks associated with a specific client from directly within that client.

An example of how you can quickly filter your agency's tasks to find the exact tasks you're looking for.

REPORT ON COMPLETED TASKS

Keep Clients Up To Date On Your Progress

Highlight your agency’s ongoing progress by adding completed tasks to automated monthly reports. AgencyAnalytics has everything you need to manage workflows, monitor client campaigns, and provide seamless client communication.

Create tasks and workflows with a few clicks and streamline your agency.

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Try these client reporting features for marketing agencies

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Alex Faiers, Founding Director

Addictivity

AgencyAnalyticshasrevolutionizedhowweconductclientreportingandhasmadearemarkableimpactonouragency’soverallperformanceandclientsatisfaction.

Represent your agency’s brand in everything you send to clients, including customizable client dashboards and automated marketing reports. AgencyAnalytics’ white label capabilities enables you to display your logo and exact brand colors, host your dashboards on a custom domain, as well as leverage your own branded web app.

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White label dashboard & reporting software

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

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Your team needs easy access to data from across all your clients’ key platforms. Pull metrics from more than 80 integrations under one roof for quicker insights and a more impactful marketing reporting experience. Easily create customizable dashboards and stunning automated reports that make your clients smile.

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