A client-facing help desk for marketing, design, and consulting agencies handling change requests, asset deliveries, and project questions in Taskade.
What's Included
- Per-Client Queue: give each account an App User login, then turn on row scoping so ticket rows match that login
- Client & Project Database: Table view with client, retainer tier, active projects, and SLA
- AI Triage Agent: Custom agent routes to the right account lead and tags retainer-vs-out-of-scope work
- Scope Tracking: Agent flags requests outside the retainer for an upsell conversation
- Asset Library: Linked to each client's brand assets, briefs, and approved deliverables
- Slack Connect & Email Sync: Bidirectional sync — clients use whatever channel they prefer
Why This Template Wins
- Scope creep flagged automatically: The agent compares each request to the retainer scope — out-of-scope items go to a "needs estimate" lane, not silently into work
- Each client gets their own surface: Give every client a sign-in and match their tickets to it, so they open only their own — no awkward cross-account leaks
- Account-lead routing accurate: New ticket on the Acme account always reaches the Acme lead, not a generic queue
How to Use
- Clone this template into your Taskade workspace
- Customize client list, retainer tiers, and scope rules
- Connect Slack Connect, email, and your project tools
- Train the AI Triage Agent on each client's brand voice and retainer scope
- Set up automation triggers for SLA alerts and out-of-scope flags
FAQ
Can clients submit tickets without learning Taskade?
Yes. Embed the intake form as a Genesis app on the client portal — they never see the workspace.
Does it track retainer hours?
Yes. Each ticket logs estimated and actual hours; the dashboard shows retainer burn-down by client.
What plan fits a 20-client agency?
Pro ($10/mo annual) handles 20 clients. Business ($25/mo) adds advanced retainer reporting and audit logs.
CTA
Try this template free in Taskade. For client portal embed, see /learn/genesis/faq. Pair with CRM Templates. Browse agency apps in the Community Gallery.