WORK TASKS & TODO LISTS

Keep Every Order Moving With Clear Tasks and Ownership

With task management for agencies, every client order can be broken into assigned work with clear responsibilities, deadlines, and progress. Your team knows what needs attention next, while Todo Lists keep day-to-day work organized outside individual orders.

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Order Tasks dashboard with order task totals, progress bars, statuses, due dates and pagination

Keep Task Progress Visible Without Constant Follow-Ups

Once work is assigned, agency order task management keeps ownership, completion, overdue work, and everyday checklists visible. Tasks stay with the order they belong to, so your team can see what is moving and what needs attention.

Tasks Stay With the Order

Open an order to see the work attached to it, grouped by the team members responsible.

Progress Updates With the Work

Tick a task and the order’s completion bar updates on its own.

Overdue Work Stands Out

Late tasks remain visible at both task and order level, making delayed work easier to spot.

Todo Lists for Everything Else

Keep personal and team checklists for day-to-day work that does not belong to a specific client order

Order task detail grouped by assignee with statuses, due dates and task actions

TASK ASSIGNMENT

Split One Order Across the Right Team Members

Use client order task management to divide one order across multiple team members without losing ownership. Each person sees the tasks assigned to them, with an individual status and due date, while all the work stays connected to the original order.

Group order tasks by the team member responsible

Give each task its own status and due date

See completed, in-progress, and overdue work separately

Spot late tasks without opening another workspace

Add new task items directly inside the order

ORDER PROGRESS

See How Far Every Order Has Actually Moved

With order workflow management software, task completion becomes a live view of delivery progress. See completed, in-progress, and overdue work across the workspace, then check each order’s completion percentage without building a separate status report.

See task totals for completed, in-progress, and overdue work

Track completion percentage for each client order

Watch order progress update as tasks are completed

Identify orders falling behind from one progress view

Move an order to completed when its work is finished

TODO LISTS

Manage the Work That Doesn’t Belong to an Order

Good order and task management software also needs a place for work outside client orders. Create personal or team Todo Lists for internal prep, onboarding, launch checks, follow-ups, and other recurring work, then track every list through completion.

Create separate Todo Lists for personal or team work

Group checklist items by the person responsible

Track completed items and overall list progress

Filter lists by Pending, In Progress, or Completed

Keep internal work separate from client order tasks

★★★★★

“Every order now has a visible task list with a name against each item. Standups went from twenty minutes of ‘where are we’ to two minutes of reading the board.”

Caleb TurnerDelivery Manager, Northgate Studio

Stop Tracking Work in Your Head.

Break every order into tasks, give each one an owner, and let the progress bars do the reporting.