How does an agency work in Task Manager?
The agency manages each client in a separate workspace, with their own tasks, conversations, files and correspondence. Team members only see the spaces they belong to, and a lead from a form can automatically become a note with a ready-made company profile - before anyone has time to call back.
How does it work?
- 01
A new client means a new workspace, set up in a minute.
- 02
The brief, revisions and files are all kept in a single task thread.
- 03
A form submission triggers a rule that creates a note about the company and its contact person.
- 04
Campaign materials have their own folder on the company drive.
What do you gain?
Confidentiality between clients: client A is not visible to client B's team.
A shorter path from lead to task: the note is created automatically before you call back.
No more copying and pasting: decisions stay with the task, not in someone else's inbox.
An everyday example
A client emails revisions after 16:00 on Friday. A rule turns the email into a task for Monday, assigns a designer and saves the attachments to the campaign folder - so no one has to piece the thread together on Monday morning.
Frequently asked questions
Will a freelancer be able to see other clients?
No, they only get access to the specified Workspace.
Do I need the Pro plan?
Mail, Files and Automations are Pro modules; tasks, chats and the calendar are available in Standard.
Can the software run on your own server?
Yes, you install it on your own server.