Use Case
TaskBoard for Agencies
TaskBoard is project management software for agencies that need client delivery visibility, worklogs, and billing-ready reporting without per-seat pricing.
What teams struggle with
Agency delivery breaks down when work lives in Slack, spreadsheets, and status calls.
When requests come from multiple clients and channels, it is easy to lose tasks, miss deadlines, and under-bill.
TaskBoard helps agencies centralize delivery and turn worklogs into billing-ready proof.
- Client requests get scattered across Slack, email, and meetings
- Billable hours are hard to capture consistently
- Clients want visibility without seeing your internal backlog
- Per-user pricing punishes agencies for inviting clients and contractors
How TaskBoard helps
Agencies Outcomes That Matter
Keep delivery moving while making time, scope, and accountability visible.
Proof point: Teams can validate progress using task history, ownership updates, and worklogs without reconstructing status from separate tools.
Capture work instantly
Turn Slack messages into tasks so nothing gets dropped.
Billable worklogs
Require worklogs on tasks and export them for invoicing.
Client-friendly collaboration
Invite clients with limited access to follow progress and leave comments.
Manager load balancing
See who is working on what and rebalance before deadlines slip.
Feature stack
Features That Power This Workflow
Explore the features most commonly used by agencies teams.
Execution flow
A simple agency workflow from request to invoice.
One board per client (or per retainer). Clear ownership, clear worklogs.
Capture requests
Send a Slack message to TaskBoard to create a task with context.
Triage and estimate
Assign priority, due dates, and (optionally) private estimates.
Execute and log time
Team members add worklogs with time spent and notes as work happens.
Review with the client
Clients see progress, status updates, and comments without long email threads.
Export for billing
Export billable worklogs and attach them to your invoice.
Demo
See a client project workflow end-to-end.
See a client-delivery workflow from request capture to billing-ready worklogs.
Value model
Flat Fee Pricing, No Per-User Fee
Include internal teams, contractors, and clients in one execution workflow without per-seat pricing friction.
FAQ
Agency FAQs
Common questions from service teams and client-delivery leads.
Can I invite clients without paying per user?
Yes. TaskBoard is a flat-fee plan per company, so you can include clients and contractors without per-seat pricing surprises.
Can clients see only their work?
Yes. You can invite external users with limited access so they only see the projects and tasks you share (for example, tasks assigned to them).
Can we export worklogs for invoicing?
Yes. Export billable worklogs and attach them to invoices for detailed line-item proof.
Can managers see team workload?
Yes. Managers can see assignments and backlog so they can load-balance work across the team.
Do you charge per user?
No. TaskBoard pricing is a single company-wide rate, not per seat.
How do we start?
Start a trial and we can help you set up your client board structure and worklog requirements.
Get started
Run your next client project in TaskBoard.
Start a 30-day trial or request a quick walkthrough tailored to agency delivery.