Content Tracker
Monthly client deliverables
Team activity and deadlines
| Task | Client | Assigned | Priority | Status |
|---|
Next 30 days
Current client deliverables
Completed task ratio
Manage agency clients
| Client | Account Manager | Package | Monthly Fee | Status |
|---|
Monthly client deliverables
Monitor all team assignments
| Task | Client | Assigned To | Due Date | Priority | Status |
|---|
Today's and upcoming workload
Employee workload and performance
Create and manage quotations
| Quotation | Client | Date | Amount | Status |
|---|
Payments and outstanding balances
| Invoice | Client | Date | Due Date | Total | Status |
|---|
Website, hosting and domain renewals
| Client | Service | Renewal Date | Days Left | Status |
|---|
Assign new work to the team
Create a new client profile
Create employee profile
Add website or hosting renewal
Create invoice
Create quotation