For the agency lead juggling a dozen client projects at once. This Agency Project Delivery Dashboard puts every active job, deadline, and team handoff on one screen, so you can spot a slipping deadline before the client does. Describe your service lines and team, and Taskade Genesis lays out the dashboard for you.
What's Included
- Delivery Board: Every client project tracked by stage, owner, and due date, so nothing stalls in someone's inbox.
- Connected Projects: Each job links back to its client account and brief, so the full context travels with the work.
- Team Workload: See who is overloaded and who has room, so you can balance assignments before a deadline blows up.
- AI Agent: Ask it "what jobs are due this week?", "which projects are blocked?", or "who is over capacity?" and get an instant read.
- Automation: When a project misses its due date or a stage is marked done, the dashboard updates and alerts the owner on its own.
How To Use
- Clone this app into your workspace.
- Add your active client projects and assign owners and due dates to each.
- Connect your team's automation triggers so status changes fire the right alerts.
- Let automations run the execution for reminders and handoffs, no manual nudging.
- Open the dashboard each morning and ship every client project on time, with the whole pipeline at a glance.
Pair this with the AI Agency Client CRM or explore the Community Gallery.