Running a client-services agency on TaskWave

Agencies live and die by two things: delivering great work on time, and making clients feel informed. Here’s a concrete way to run both on TaskWave — the setup we see work again and again.

Project per client

Create one project per client (or per engagement for larger accounts). Assign a PM as the owner, and record the client contacts as stakeholders for context. This keeps every account cleanly separated and easy to report on.

Departments by craft

Set up departments for your disciplines — design, development, content, paid, account management — each with a team lead. Tasks can span departments when work is shared, and analytics roll up by craft so you can see where capacity is tight.

Recurring retainers

Retainer work is the perfect fit for recurring templates: monthly reporting, weekly content, regular check-ins. Set them once and they appear with the right owner and due date — no one forgets a deliverable.

Reports clients love

Instead of building status decks, export multi-sheet reports from live data. Clients get a clear, professional update; your team gets hours back. With white-label, those reports and the whole experience carry your brand.

Keep delivery honest

• Watch on-time rate per account
• Review overdue work in a weekly 15-minute stand-up
• Use reminders over email, Teams, or WhatsApp so nothing slips
• Rebalance workload across the studio before deadlines are at risk

Make it your own

When you’re ready, white-label turns TaskWave into your agency’s own delivery platform — branded, on your domain, with no per-seat cost. It’s the difference between using a tool and offering one.