Use cases

Agency client collaboration


All marketing agencies know how hard it can be to keep all of your customers’ requests in order, that’s why we created a client collaboration template to help you prioritize tasks so you and your team can hit your most critical deadlines.

Just like every other template we create in Logicalplan, you’re able to customize this according to you and your organization’s needs.Let’s get started.

First, give your new workspace a relevant name. In this case, you should use your client’s name.

(Note: Make sure the name is appropriate since you’re more than likely going to be sharing this workspace with your client. It would be extremely unprofessional for the client to see a workspace named “Fat John” or something like that.)

Using Lists

Lists separate your tasks in your workspace into groups, so it’s easier to see which functions are related to each other.

The first list in the template is “Legal documents.” In this list, you should create tasks that deal with work contracts, Non-disclosure agreements, or anything else that has to do with legal documents.

The second list in the template is “Website.” Use the Website list to keep track of any tasks that have to do with the client’s website. For example, if a client wants you to create a new homepage, you’d need a task for UX design, UI design, coding, etc. Create these tasks, link the dependencies, then add them to the Website list.

The third list in the template is “Content.” If you take care of a client’s blog, for example, that task would go into this list.

The last list in the template is “Facebook and Google Adwords,” which should contain any tasks related to those activities.

If you’ve followed these steps, you should have a complete overview of what your client needs. The next step is to switch to the project timeline view so you can assign dates and deadlines to each task.

When assigning dates, it’s sometimes best to work backward. For example, if your client wants to launch a new website by a specific date, set the project deadline to that date. When creating the project tasks, be sure to map out all of the task dependencies so you don’t encounter any “hiccups,” and you have a better chance of meeting your deadline. LogicalPlan’s drag-and-drop feature is helpful here since it lets you play around with dates and the order of tasks.

Lastly, be mindful of your team’s workload. To finish a project on time, you have to make sure that you’re not overloading any of your team members. LogicalPlan’s Team Workload feature helps you make sure that doesn’t happen.

Team Workload, as the name implies, shows the tasks that are assigned to your team. The tasks are arranged on an interactive timeline based on who’s working on them, and you can quickly move and rearrange tasks, or reassign them to other team members based on their workload.

As a final step, after you’ve played around with the tasks on the timeline, make sure you go back and check your workspaces to make sure that you didn’t overlook any dependencies or caused the project to go past the deadline.

Thanks to visualization, you won’t be spending nearly the same amount of time planning as you have been. We’re pretty sure it’ll take less time than it took to read this article.

Don’t just take our word for it, get out there and start planning!

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