Playbook for Digital Agencies

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Playbook for Digital Agencies

Playbook for Digital Agencies

Tasks

Building uniqueness into your day-to-day work.

All Tasks

See the complete stack of work for the agency

Team Tasks

View tasks by team, create new pages for each

My Tasks

Only showing the tasks for the logged in user

Work Zen

Keeping calm amongst client and internal tasks · Matt Giragosian

Tasks are the things that the team needs to get done to do amazing work and get paid by clients. Digital agency teams use a wide range of task management apps out there:

Simple and personal: wunderlist and todoist

Team boards: Trello

Task and project systems: Asana, Wrike, Jira

As outlined in

Workflows⁠

, the common flow of a task is

Pending Active On Hold Complete

⁠

, with some small variants among digital agencies. What gets a bit tricky is when your tasks aren't generic, which is, almost always. A common task flow breaks down when you're doing things like:

Designing custom assets for clients and going through two stages of revisions.

Writing articles and publishing then across various channels.

Tracking client requests for ongoing improvement on retainer.

Implementation where the data gathering flow is different than the upload process.

This is normally the moment when a team starts using their core task tracking app as more of a resource management tool and begin building out their actual flow in Google Sheets or devolving to good ol' analog with pen and paper and sticky notes on a whiteboard.

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All Tasks See the complete stack of work for the agency⁠

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Team Tasks View tasks by team, create new pages for each⁠

⁠

My Tasks Only showing the tasks for the logged in user⁠

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