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Tasks

Know who’s doing what, and what’s next.

Tasks bring every project’s to-dos together. Each person sees what’s on their plate, and you can see the whole team’s work, grouped and filtered however helps.

What’s included

  • Quick add from the Tasks page, on a project or none
  • A detail panel for every task, with a link you can share
  • A “waiting on client” status for work that’s blocked
  • Tick tasks off in place; recently finished ones fold away
  • Tasks on a project also show on the project’s page

How it works

Tasks in Agencify

  • My tasks

    Everything assigned to you across every project, grouped into overdue, today, the next seven days and later.

  • All tasks

    The whole team’s work, filtered by client, project or person, and grouped by due date, project, client, assignee or status.

  • List or board

    Work through a list, or drag cards across a board from to do to in progress, waiting on client and done.

  • Due dates and priorities

    Give tasks a due date, a priority from low to urgent, an estimate and a milestone, so the important work is easy to spot.

  • Internal tasks too

    Not everything belongs to a client. Add tasks on no project, like renewing software licences or planning the team day.

  • On your Overview

    Your open tasks are on the Overview when you sign in, so the day starts with what matters.

Questions

Tasks, answered

On the way

What we’re building next for tasks, included in your plan when it ships.

  • Subtasks and comments
  • Hour tracking against tasks
  • Team capacity planning
Can freelancers use Tasks?

Yes. Invite them as freelancers from Staff and assign them tasks like anyone else on the team.

Can we track hours yet?

Not yet. Each task can hold an estimate today, and time tracking against tasks and projects is next on our list.

Run your agency on Agencify CRM.

14 days free, then £97 a month for your whole agency. Cancel any time.