Our mission at ClickUp is to provide a tool that can easily adapt to complex workflows in the most intuitive way possible.
Work at a digital agency involves a huge amount of strategic planning and creative brainstorming with clients and colleagues alike. If this is your field, we're confident that ClickUp can offer the perfect tools to fit your workflow.
Start with Structure
ClickUp utilizes a unique Hierarchy structure to ensure that every action item in your workflow has a clear purpose. There are several possibilities for how you could build your hierarchy for a digital agency, but here are the most popular:
Your ClickUp Team represents your entire agency, including members from all of your company's different departments. It represents the overarching container for the rest of your workflow.
Option 1: Create a Space for each of your different clients. This will allow you to add different Projects, Lists, and tasks relating specifically to your clients within each Space, without any informational overlap.
You can also make certain client Spaces private depending on how accounts are managed within your agency.
Option 2: Build one Space called "Digital Agency" for your entire process. This could be a good solution for smaller digital agencies that are still building their client bases, or for those who prefer to keep their workflows as simple as possible.
Those who choose to take Option 2 could also create a separate Space for all of their internal operations, with Projects dedicated to client leads, accounting, and human resources.
Option 1: Create Projects documenting the larger works you are attending to on behalf of each client. For example, you might have Projects called "Web Design", "Content Creation", and "Email Marketing".
Option 2: Add a Project for each of your different clients. You'll use Lists to break down the advertising and/or marketing you're conducting for each client.
Option 1: This is where your workflow can become more detailed. Use Lists to clarify how you are building towards completion of each parent Project. If you have a Project called "Content Creation", you might have Lists called "Blog Posts", "Social Media Outreach", and "Video Testimonials".
Option 2: In this version, your Lists become what were considered Projects in Option 1. You can create Lists detailing the services you will perform for clients within each Project ("Content", "Social Media", "SEO", etc).
Once you're ready to add tasks to your workflow, they'll serve a similar purpose regardless of whether you've chosen Option 1 or 2. Tasks represent the concrete action items you'll need to complete to check off Lists and Projects.
The best thing about tasks is that they can be completely customized depending on how you want to meet your productivity goals!
Utilize ClickUp's Features and ClickApps
Templates: Once you've developed your hierarchy in a way that works for you, create templates for your favorite Spaces, Projects, Lists, and checklists. You can present these to new clients to give them an idea of your process and make on-boarding as easy as possible. Plus, it will save you a ton of time instead of creating new workflows for each client that joins your agency!
Assigned Comments: Assign a comment to a client to inform him or her of any updates you'd like to make within a task. The client can resolve the comment to signify approval, or respond directly in the task comments with any alternative suggestions.
Custom Statuses: When you're trying to generate major online ad campaigns, simple task statuses might not be efficient for your workflow. With custom statuses, you can can determine the exact progression that a task will go through on its road to completion.
However, as we all know, tasks don't always proceed perfectly from start to finish. With Board View, you can also drag and drop tasks from status to status as needed.
Multiple Assignees: Do you have a big task looming that requires several team members' attention? Assigning two or more people to a task ensures that all task updates will be noted and accounted for.
If you'd rather keep it simple and stick with single assignees, don't worry. The Multiple Assignees ClickApp is enabled at the Space level, and can be turned off at any time.
Tags: The beauty of tags is that they can capture information about a task that is not always evident in your hierarchy structure. Tags can provide much needed clarity for workflows within a digital agency, since advertising projects involve both diligent preparation and spontaneous creative thinking.
Favorites: This feature provides an excellent way to get a personally-tailored view of your Projects, Lists, and tasks. Create your own customized sidebar to include sorting, filtering, and even your favorite view!