Manage Tasks & Track Workflows
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.
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.
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.
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.
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.
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.
AgencyAnalytics has revolutionized how we conduct client reporting and has made a remarkable impact on our agency’s overall performance and client satisfaction.
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.
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.
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.
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.
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!
AgencyAnalytics is amazing, and nothing else comes close.
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