Briefs, files and client feedback, all around the same task

Which version is the latest? A question your team stops asking.

Your agency takes briefs through a form, moves creative work across a kanban board and logs client feedback right next to the file — all in one workspace.
  • Multilingual, LTR and RTL
  • Free to start, no upfront payment
  • Secure online payment
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An agency delivery board in Taskie with status columns
An agency delivery board in Taskie with status columns

Metrics

Three things that should be clear from day one

  1. 01 Metric

    The brief is complete on day one

    The brief form won’t let work start without a goal, an audience and a due date — it asks the questions up front.

  2. 02 Metric

    Feedback stays with the file

    Client comments and design versions stay on the task, not in the designer’s private chat.

  3. 03 Metric

    Deadlines in plain sight

    The delivery calendar shows which deliverables go out this week and who owns them.

The problem

In Creative agencies today, where does work get stuck?

The brief in a messenger, “final-final-2” in cloud storage, client feedback on a phone call — and the designer left guessing.
  • The designer, the writer and the project manager each have a different picture of the latest version and the delivery date.
  • Several clients at once means shifting priorities by the hour, and silent rework eats the team’s time.

Workflow

From the first request to the report, built for Creative agencies

  1. 01 Step

    Take in the brief

    The account lead logs the brief through a form: goal, audience, due date and attachments.

  2. 02 Step

    Break down the work

    The team splits deliverables into design, copy, review and publishing tasks.

  3. 03 Step

    Review and revise

    The team logs versions and comments on the same task, so the revision history stays clear.

  4. 04 Step

    Deliver and archive

    Final deliverables and project knowledge stay, so the client’s next project doesn’t start from zero.

Taskie's promise

Creative work stays with its conversation and its files

Every creative deliverable has one home in Taskie: the brief, owner, due date, file versions and client feedback are all in one place, not spread across five tools.
  • A client brief form, so no work enters the queue without complete information.
  • A kanban board and calendar for each client’s design, review and delivery.
  • Docs and files for brand guidelines, versions and each project’s final deliverables.

Inside the product

Two scenes from a workspace for Creative agencies

An agency delivery board in Taskie with status columns

Agency delivery dashboard

How many open tasks each client has, what’s in review and which delivery is coming up.

A client brief form in Taskie

Client brief form

The usual brief questions are built into the form, so creative work starts with complete information.

Use cases

What this solution does in practice

  • A client’s monthly content calendar

    Every post’s idea, copy, design and publishing has a defined path; the account manager only needs to check the calendar.

  • A brand identity project

    Research, sketches, meetings and files sit in one project, and every client approval stays on record.

  • A multichannel ad campaign

    For every channel it’s clear which deliverable is due when, and which designer owns it.

FAQ

Questions that usually come up before you start

One project per client, or everyone in a single project?

Create a separate project for each client or campaign. You set member access right there, each client’s report comes out clean, and the project archive stays a reliable record.

Can a client see only their own work?

Yes. With the guest role, a client can only access their own project and can’t see the rest of the workspace. How much detail you open up is your team’s call.

Our work lives in a messenger and a few cloud drives. Isn’t moving hard?

No, because you don’t have to move the past. Start your next campaign in Taskie from day one: the brief comes in through a form and files attach to tasks. Old projects can stay where they are.

How is pricing calculated for a multi-person agency?

You can start for free with no upfront payment. As your team and client list grow, you pick the right plan; plan details are on the pricing page.

Starting today, move your team's work forward in one workspace

Set up your team's workspace in minutes, and pick a bigger plan whenever your team grows.
  • Set up in minutes
  • Start with no upfront payment
  • Support from real people