How It Works
Overseeing creative campaigns, streamlining client services, or boosting agency productivity? Taskade is your go-to platform. This guide will walk you through leveraging Taskade for effective agency management, enhancing client interaction, and fostering team collaboration.
Taskade Features for Agencies
Get AI-powered ideas and content for your agency's creative tasks.
Chat and video call with your team and clients.
Manage who can see and do what in your projects and workspaces.
Leave feedback and notes on client projects.
Use and create tailored templates for your agency's activities.
💡 Note: Visit the 💸 Pricing Page for a full breakdown of features.
Key Taskade Terminology
Before we dive in, let's review some key terms we're going to use:
Think of each level as a unique puzzle piece that fits into the big picture of Taskade's structure.
Set Up Your Agency Workspace
To set up your agency workspace in Taskade, consider how your agency operates and choose a structure that best fits your workflow. Here are two effective setups:
Example #1: One workspace for each team. Separate folders for individual clients.
Folders for different creative clients
Individual client campaigns and projects
Client account management folders
Example #2: One workspace for your entire agency. Separate folders for individual clients.
Client Alpha Campaigns
Client Beta Campaigns
Client Gamma Campaigns
How to Set This Up:
In your dashboard, click the ➕ plus icon on the left.
Enter the name of your workspace.
(optional) Choose a workspace logo.
(optional) Invite team members to the workspace.
Open your new workspace and click the ➕ New folder button under 🏠 Home.
Enter the name of your folder.
(optional) Choose a folder logo.
(optional) Share your folder.
Open your new folder.
Click the ➕ New project button (top-right corner).
Type the project title at the top.
(optional) Share your project to collaborate.
Kick Off a Brainstorming Session with AI
Brainstorming is where creativity begins. With Taskade's AI Workflow Generator feature, you can tap into AI-powered insights to spark new ideas and perspectives.
Click ➕ New Project (top-right corner) in your workspace/folder.
Describe the topic of your project or campaign.
You can also use one of the available templates to speed things up.
Press ⌨️ Enter and watch the magic!
In the new project, click Share in the top right-hand corner and select Invite to Project.
Enter an email address or copy the invite link and share it via email or text.
You can also specify the level of access for users who join.
Click the 📞 Start Call button at the top of the chat window.
Enter your name and customize meeting settings (optional).
Click Join meeting to start your video call!
Examples and Templates
Not sure where to start? Check these templates designed to streamline project planning, client interactions, and internal workflows. Make sure to visit the Template Catalog for more ideas!
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