Workflows are the backbone of how an agency operates, the process in which a new person you meet becomes your client. Dreamed up projects become launched work like a website.
Now, there's no way to capture all the small movements of how work gets done or how you win over new clients, but these steps are a common frame of how things happens. What's great about Coda is that you get to make something that maps to how you want the agency to run. Take these suggestions as merely suggestions ーsomething to show what can be done and general enough to give you an idea of how things fit together.
The following tables you see here for project, tasks, and client statuses are referenced in other parts within this playbook. Make updates here, and they will update where they are referenced (you can hover over the table title and click the link icon to follow the reference flow).
Before a project is born, it's an idea through interactions with a client. Some agencies like to track a full sales pipeline with this work; I'm keeping it simple here and moving a project status up the new business pipeline to capture potential work.
These are desecrate things that the team is doing with a rough estimate on timeline and effort. Tasks usually form the steps for a project to go from writing the brief to testing and launch, though they can fall outside of that flow like one-off client asks. Sometimes tasks are separately classified as an issue, ticket, or bug, but I'm keeping it simple here.
Each client goes through their own lifecycle, mostly mapping back to their engagement through projects.
This is a list that's used in a few trackers, like the Project Roundup.