AI-Powered Agency Assistant
Leverage the power of AI and ChatGPT to build a more efficient running agency. Get more done faster, all in a collaborative workspace for your team right inside Taskade.
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A second brain for you and your teams.
Five AI-powered tools in one to supercharge your team productivity. With Taskade, all your work is in sync in one unified workspace.
Get work done 10x faster with AI-powered chat bot, writing assistant, and workflow creation. Generate tasks, outlines, mind maps, and more!
Tasks and Projects
Organize and visualize your tasks, notes, and projects in list, board, calendar, mind map, org chart, and action views. Map out anything and streamline your workflows.
AI Chat Assistant
From brainstorming ideas to coordinating tasks, your powerful AI Chat Assistant is ready to assist you right inside your projects. Experience the future of team collaboration.
Notes and Docs
Embrace a smart, structured outlining experience, mirroring your brain's natural organization. Create infinite connections and levels of hierarchy, with real-time syncing.
Harness AI to generate new ideas and map out anything. Turn thoughts into action items and track progress across views. Taskade is your mind map, transforming ideas into dynamic workflows, like the art of origami.
The next generation of team collaboration.
Share here, there, and everywhere. Shareable links make it easy to send projects for review, invite others into your workspace, or hop on a real-time chat and video call with stakeholders anywhere.
Easily share projects with guests, clients, and teams to chat and collaborate, all in one place.
Multiple Projects, Multiple Teams
Manage multiple projects and teams with ease with secure and separate workspaces.
Have great meetings with your team and clients. Collaborate on the same page with built-in video chat, screen sharing, and real-time syncing,
Taskade Is the Best Project Management Tool for Agencies
Building marketing strategies, juggling creative and complex projects, and fostering client relationships on top of that can be a challenge. Especially when you're working with multiple clients across diverse verticals.
We understand your pain, and Taskade is here to help you and your agency work faster, smarter, and more efficiently.
How to Manage Client Projects With Taskade
Taskade is designed to help agencies organize their workflows, keep track of active projects, and stay in touch with clients in the same window, in the same app. Here's how it works.
Workspaces, Folders, and Projects
Taskade uses a simple, three-tier hierarchy that divides the workflow into Workspaces, Folders, and Projects. Combined, the three levels give you the freedom to organize work, group clients, and categorize projects any way you want. Let's learn how each of those elements fit into the productivity puzzle.
If you’re an agency that works with multiple clients, you can easily use Taskade as a central hub to organize your projects and set them up for team collaboration.
A Workspace represents your business or organization. It includes all your projects, folders, and templates and gives you a high-level overview of all business activities. Each Workspace is billed separately.
Do note that sharing a Workspace with a team member does not automatically grant them access to Folders within the Workspace.
Instead, it gives them access to Workspace Projects and templates only (Yes you can have projects within a workspace as well).
You have the ability to invite as many team members as you’d like into your respective folders.
Folders are "nested" inside a Workspace and can contain their own sets of projects and templates, separate from the parent Workspace.
Every Folder in Taskade is private by default, which means that only users you invite can access it.
You can create an unlimited number of Folders to manage your clients or individual projects. You can also use Folders to group users within your agency into teams or departments.
For an agency, you can create one folder per client to separate your work. You can also create personal folders to organize your personal work, and folders for your team and departments so that they can have a common space to work together.
Folders are private by default so they're perfect for working with different clients/groups of people within one Workspace.
Taskade Projects are small but mighty. A single Project can be like a page in a notebook or a highly organized collaboration hub where you’ll chat and collaborate with your team and clients in real time.
Your agency can use Projects to:
- Write and collaborate on briefs.
- Manage individual projects.
- Brainstorm ideas and solve problems.
- Communicate with clients in real time.
- Organize team calls and video conferences.
- Keep track of tasks and check progress.
Click on this link to find out more about how to use Taskade Projects.
Manage Multiple Clients With Ease
It’s easy to work with different clients and your team via Taskade. In this example, assume you’re a small agency working with 3 different clients.
Here’s an example of how you can set up your Workspace on Taskade:
Client Work (Workspace)
- Client 1 (Folder)
- Project A
- Project B
- Client 2 (Folder)
- Project A
- Project B
- Client 3 (Folder)
- Project A
- Project B
In this example, you will host separate client folders in a workspace dedicated to client work. Each folder is invite-only by design and includes a unique set of projects and templates that are only visible to folder members.
This means that the team from the ‘Client 1’ folder won’t be able to see the contents of other folders unless you send them an invitation.
By using this structure, you'll be able to maintain different custom workflows between your clients simply by categorizing them into folders respectively.
Key Taskade Features for Working With Clients
Taskade is an agency project management tool that is loaded with features. An agency has many moving parts, therefore clarity is essential when collaborating with your team to get work done for your clients.
Here are some key features that can help:
- 6 powerful project views
- Assign tasks and set deadlines
- Assign tags to set task progress
- Unlimited tasks and subtasks
- Built-in chat and video calls in every project
- User roles and permissions
- 500+ customizable templates
- And more!
Taskade’s Project Views
Taskade features six powerful project views—List, Board, Calendar, Mind Map, Action, and Org Chart. All six are available in our free plan so you can switch between workflows without limitations. Toggle between views to help you visualize your projects the way you want to.
Collaborate and Communicate To Get Work Done On Taskade
One of the killer features that Taskade has is the ability for you to chat and host video calls within your project.
Our unlimited chat and video conferencing feature is built into every project you create so you can communicate with your clients and get work done with your team in the same window, via the same app.
Invite as many clients and guests to your project, get on a call and take notes within the same project.
Get a Headstart on Client Management With Taskade
Client management can get pretty hectic. To be good at it, you’ll need all the help you can get.
Our library of over 500+ templates means that you can choose from a wide range of templates to help you get a head start on your client projects. The best part? It’s completely free.
Here are some templates that your agency can use for a start:
- Client Creative Brief Project Discussion Template
- Client Proposal Checklist Template
- PR Agency Team Activity Tracker Template
- Pay-Per-Click Advertising Social Media Tasks Template
- Digital Agency Project Checklist Template
How Much Does Taskade Cost?
You can use Taskade to get work done for free.
Once you’re used to Taskade, consider upgrading to our Unlimited plan to get access to even more advanced features to maximize your productivity.
But don’t sweat it though, our free plan has enough features to help you get work done with your team, regardless of size.
What’s more, you can invite as many users and guests into your Taskade Workspace/Folders/Projects for free. If you're looking for a project manager for team collaboration, Taskade is your best bet.
Taskade Free Plan
- Unlimited Tasks & Projects
- Unlimited Members & Guests
- Unlimited Folders & Teams
- Templates, Calendar, Repeat Tasks
- Real-time Collaboration
- Built-in Free Chat and Video Call
Taskade Unlimited Plan – Starts from $5/month
- Everything in Free, plus:
- Version History
- Advanced Permission
- Cloud Upload Integration
- 2-Way Calendar Integration
Scale Your Agency With Taskade
Scaling your agency is expensive and complicated. However, Taskade can help you manage your client projects without burning a hole in your wallet.
Our free plan has more than enough features to help you get work done faster with your team. Taskade is the best project management tool for agencies. Manage projects and deliver them to your clients on time.
Keep everyone in the loop and spend less time toggling between tools. Try Taskade for free and get more work done for your clients today 😉
Agile Project Management Board
Looking to streamline your agile project management? This template offers a solution. Keep your team organized, prioritize tasks and deliver projects on time.
Agile Sprint Planning
Streamline your agile sprint planning with this user-friendly template. Get organized and achieve your goals faster.
Daily Standup Board
Run the fastest and most productive daily standups your team will love—keep your agile team on task and in sync on the same page.
Project Planning Checklist
Creating a project plan? Use this project planning checklist template for your next project and all future ones. Focus on what is needed to get your project off the ground. Prepare a foolproof project plan to ensure team success.
Team Project Dashboard
Looking for a centralized option to provide an overview of a team project? This team project dashboard template is just the thing. Track start dates, end dates, the overall scope and vision of the project, as well as tasks at risk and milestones all in one place. See all the moving parts of your project in one place.
Responsibility Assignment Matrix for Event Planning
The simplest way to define roles and assign responsibilities——customize the template, assign roles and responsibilitie, and make sure your team knows what to do next.
Sprint Backlog Meeting
Are you looking for a sprint backlog meeting template to help streamline your team’s workflow? Look no further! Our template includes a comprehensive list of agenda items and best practices to ensure effective communication and prioritization.
Sprint Retrospective Meeting
One of the most important parts of a successful agile project team is the sprint retrospective. This template will help you to run effective retrospectives and track all the action items that come out of it.
Daily Stand-Up Scrum Meeting
The simplest method to organize your next daily scrum meeting—plan and organize your meetings to stay on track without stress.
Team Project Initiative Tracker
Tracking your team’s initiatives doesn’t have to feel overwhelming—get a bird’s eye view of everything that is completed and what else needs to be done.
Design Sprint Supplies Checklist
Stock up on supplies for your next design sprint with this master checklist—includes essential materials, tools & equipment!
Sprint Meeting Checklist for Managers
Get organized and be prepared for every meeting with this Sprint meeting checklist for Managers—get the best tips and tricks to keep everyone on track.
Join the 82,967 teams who collaborate on Taskade.
Unleash AI-powered productivity with Taskade. Chat, organize, get things done, all in one place. No more scattered to-do lists, cluttered inboxes, or disorganized work. Get organized, productive, and connected.