Use case, agency campaign tracking
See what every client campaign is doing today
ConneqtOS gives agency teams a single board to track tasks across clients and channels. No more digging through Slack threads to find who is doing what.
Free for up to 3 teammates. No credit card.
Who it is for
Built for teams that need to keep moving
- Marketing and creative agencies
- Lead generation agencies
- Social media management agencies
- Performance marketing teams
- Freelancers running multiple clients
- Account managers who need a status snapshot
Why agency work goes off the rails
- !Tasks live in five Slack channels and a half-finished Notion doc.
- !Designers, copywriters and account managers are working off different versions of truth.
- !Clients ask for a status update and nobody can give a confident answer.
- !Deadlines slip because no one owns the next step.
The template
Agency Campaign Tracker
A ready-to-use board for tracking client work. Each row is a task or campaign. Group by week or by client. Filter by owner. Done.
Columns included
- Task / Leadtext
- Clienttext
- Channeltext
- Statusstatus
- Ownerperson
- Due Datedate
- Prioritystatus
- Notestext
Statuses included
To DoIn ProgressWaitingCompleteBlocked
Statuses are fully editable. Add, remove or recolour them per board.
And the rest of ConneqtOS
- Table view and Kanban view
- Comments and file attachments per item
- Filter, sort and aggregate any column
- Simple automations (status changes, dates, assignments)
- Per-board roles: owner, editor, viewer
- CSV import and export
Run agency work from one board
Free workspace, no credit card. Use the Agency Campaign Tracker template or build your own board.
Start free