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- Agencies PM
- Who it's for
- Digital agencies
Digital agencies
A digital agency can tie client delivery to the tasks behind a site or product engagement. The project records the schedule, budget and owner. Packages organize design, development and review work, while task status and creative milestones show where the handoff stands.
How Agencies PM is set up for you
Break down the engagement
Create a project for the client organization and packages for the agreed delivery areas.
Track assigned work
Move tasks through Backlog, in progress and in review on the saved board; use Blocked for an impediment.
Resolve feedback
Record a revision request with severity and project, then verify the fixed result with the Project Manager.
Review capacity and time
Compare assigned task estimates with weekly capacity and inspect approved billable hours by project.
A digital agency can tie client delivery to the tasks behind a site or product engagement. The project records the schedule, budget and owner. Packages organize design, development and review work, while task status and creative milestones show where the handoff stands.
A practical example is an active engagement, assigned tasks and reviewed billable time. On a client site refresh, a Designer completes the layout task while a Developer waits on assets. The blocked task stays visible with its package and due date. Client feedback about a page headline becomes a revision request linked to that project. After valid triage, the contributor works the change through Fixed; the Project Manager checks it before Verified. The Delivery Lead can use the exception queue to find an overdue task or open risk without guessing which project it belongs to.
Begin with one live site project and named package owners. Bring in the client organization, team members, dated packages and assigned tasks. Move one task into review and another into Blocked, then compare the saved board with the blocked list. Add feedback with severity and rehearse triage. Submit worked time against the project and confirm the approval decision and operation receipt before using billable hours in finance.
Features to start with
Roles on the team
- Delivery Lead
- Owns engagement health and decisions across assigned client projects.
- Project Manager
- Plans packages, assignments and milestone follow-up for client work.
- Studio Contributor
- Carries out assigned tasks and records work and feedback.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.