How is an agency workflow set up in Slizer?
The setup is simple: open a separate board for each client or service line and keep all boards under the same organization. An account manager can focus on one client while agency leadership looks across every board from the same place.
Columns mirror the agency’s own stages. A common setup runs: Brief received, In production, Internal review, With client, In revision, Live. Columns you do not use can be hidden and brought back when needed.
The most common mistake when setting up task tracking for agencies is squeezing a client’s whole engagement into one large task. If a campaign involves design, copy and scheduling, those belong in separate subtasks; otherwise how far along the work is becomes a guess nobody can confirm.
- Open a board per client and name the columns after your real stages.
- Turn every incoming request into a task with a single owner, a deadline and a priority.
- Break larger pieces into subtasks and give each subtask its own owner.
- Define regular work such as monthly reports and content calendars as recurring tasks.
- Add reminders to the critical steps before delivery so follow-up does not rely on memory.
- Run the weekly check from the summary screen, where pending, followed and delegated work appear together.
From brief to delivery: what a piece of client work goes through
The table below maps a typical agency flow to what happens on the Slizer side.
| Stage | What happens in Slizer | Who sees it |
|---|---|---|
| Brief arrives | A task is opened and custom client fields are filled | Account manager and production team |
| Work is split | Subtasks are created and owners assigned | Assigned team members |
| Production runs | The timer is started, files are attached to the task | Team and manager |
| Internal review | Mentions in comments, a call started from the task if needed | The people involved |
| Sent to the client | Files shared by link, the column is updated | The whole team |
| Revision arrives | A new subtask is opened and the deadline updated | Owner and manager |
The point of this flow is narrow: see which stage work is in and who holds it without asking. Once client work tracking is visible, the weekly meeting is about decisions rather than status questions.
Features that matter most for agencies
Time tracking on tasks and reporting
The hardest question in an agency is which client actually consumes the most hours. In Slizer a timer can be started on tasks and subtasks to record working time, and managers can review those hours by person, project and task in charts.
That data does two things: it grounds pricing in records rather than guesses, and it surfaces clients drifting outside the agreed scope early. Pending work, subtasks and activity records can be exported from the summary screen as an Excel file, so month-end reviews do not need a separate sheet built by hand.
Recurring tasks and reminders
Monthly reports, weekly content plans and regular meeting prep are planned once and the tasks appear on their own. Reminders on tasks and subtasks cut down on steps forgotten right before delivery.
Meetings from a task, with guest access
Team communication stays where the work is. A video or voice call can be started from the task detail, and screens can be shared to review the work together. People without a Slizer account, a client-side contact for example, can join through a link. Turning on transcription makes the details readable afterwards.
File management and link sharing
Design files and documents are attached to tasks and organized in project folders. Files and folders can be shared through links that require no account, with an expiry period and folder permissions. File sharing in agencies usually happens in a separate tool; here it sits next to the work.
Custom client fields and the WhatsApp assistant
Custom fields for clients and projects hold brand notes, access details and project specifics in your own structure. Through the WhatsApp assistant, tasks and client details can be queried and a new task created from a form, so a request from a meeting can be captured from a phone.
Teams that work in cycles can use sprint planning to split tasks into sprints and arrange dates and order on the calendar. A shared calendar holds team plans while a personal calendar keeps your own schedule visible only to you.
Related guideSee how project tracking software keeps stages and owners visible across client work.What Slizer does not do on the agency side
Drawing the line early makes the setup easier. Slizer has no client portal where customers log in and approve content themselves. There is no image markup and no automatic file version history; feedback lives in task comments.
Financial processes such as quotes, invoicing and billing are also outside its scope. Time tracking records hours worked, it does not bill them. Your accounting tool stays where it is.
Related featureExplore Slizer’s project management software for project-based teams.PlansCheck current plans and pricing for your team size on the pricing page.Set Up Your First Board This Week
Do not try to move the whole agency at once. Pick one client, build that board and run only that client’s work through Slizer for a week.
At the end of the week, look at the time report. Once you see what that client really costs in hours, choosing the second board becomes easy.