Manage Tasks & Track Workflows

Streamline your marketing agency’s task management at scale with a simplified task management tool. Collaborate with your team members, track your progress, get work done.
A screenshot of task assignment and workflows in AgencyAnalytics

Manage Your Agency’s Workflows

Create tasks for your entire agency and assign them to specific categories, client campaigns, and team members. Track and manage work progress all from a single account-level table, or drill into your tasks for a specific client campaign. Streamline your agency with an all-in-one reporting tool that allows you to organize and manage all your client and staff workflows with ease.
Manage Your Agency’s Workflows

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


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

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!

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.

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.

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, campaign, category, due date, and status. You can also filter any tasks associated with a specific client campaign from directly within that campaign.

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

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.

Easily highlight completed tasks within your agency's client reports. Keep clients up to date on your progress.

AgencyAnalytics has revolutionized how we conduct client reporting and has made a remarkable impact on our agency’s overall performance and client satisfaction.

Alex Faiers
Alex Faiers / Founding Director

Create tasks and workflows with a few clicks and streamline your agency management at scale


Complete Report Automation

Automating your agency’s client reporting means you get to spend more time doing the tasks that lead to results. Create customizable reports with simple drag and drop functionality. Schedule your reports to send daily, weekly, or monthly, or otherwise.

client dashboard and reporting schedule

Display Metrics from 80+ Integrations

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.

A sample of third-party integrations that are on the AgencyAnalytics client reporting software

White Labeled Marketing Reporting

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.

White label dashboard & reporting software

Digital Marketing Agency Management

Streamline your processes and workflows with an easy-to-use agency management tool that checks all the boxes. Monitor your marketing campaigns and streamline reporting for all your clients. Decide exactly how much platform access to provide to both your clients and your team.

An agency management tool to save you time and streamline your business.

Show Clients You’re Achieving Their Goals

Enhance your client reporting with context and insights by including goal tracking and annotations. Give clients an immediate understanding of how they’re pacing toward their targets. Highlight the wins and point out their progress with personalized annotations. Don’t just show the data—tell a great story with it!

An example of the AgencyAnalytics goal interface for automated client reporting

AgencyAnalytics is amazing, and nothing else comes close.

Peter Magee
Peter Magee

Significant Digital Agency

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