Marketing agency project management template

This template is designed to help marketing agencies better manage projects for their clients. With it, teams can streamline their work, track projects across multiple clients, create a source of truth for the different versions of their deliverables, and highlight any out of scope projects or asks. The template is organized into dedicated sections, including:

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• Leadership Overview - review projects, billable hours, revenue, team utilization, campaign timelines, active projects, and more from one central interface. Quickly identify at-risk projects and understand your revenue numbers with ease.
• Project Management - organize and update tasks, allocate resources, approve scope changes, and more.
• Creative Team - upload assets for review and track your ongoing tasks and campaigns.
• Client - give your clients a dedicated interface to review assets, track progress, and ask questions.

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This template is fully customizable and we encourage you to make it your own.

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Try the template