Asana for Agencies

Organized client work. Margins under control.

Briefs, production, approvals, capacity and billable work coordinated by account.

The problem

Margins disappear when operations run on urgency.

Scattered briefs, stalled approvals and invisible capacity turn every new account into more chaos.

Briefs everywhere

Requests arrive by email, chat and meetings without a shared entry point.

Stalled approvals

The asset waits for the client without a clear owner, deadline or history.

Capacity in the dark

Traffic managers discover conflicts after deadlines have already collided.

Billable work without control

Hours and budgets become visible too late to protect margins.

Agency operating system

Each client separate. The whole operation visible.

Asana organizes execution by account. TaskWork designs intake, permissions, capacity and reporting so you can scale without losing margin.

Who decides and operates

Agency owners, Operations, Traffic and account leaders.

Teams execute with priorities and context; clients approve without seeing other accounts; leaders track capacity and billable work.

Structured briefs

Forms by client and request type.

Proofing and approval

Feedback and decisions within the workflow.

Team workload

Capacity and conflicts visible before commitments.

Timesheets & Budgets

Hours and budgets tracked by account.

Workflow

From brief to billable work, without losing context.

A shared workflow reduces rework and makes exceptions, approvals and effort visible.

Brief

Scope, channel and deadline arrive complete.

Traffic

Priorities and capacity shape the plan.

Production

Owners and dependencies coordinate delivery.

Approval

Clients decide with a record and deadline.

Asana AI

AI to organize volume, not approve on behalf of the client.

Intelligence in the workflow

AI Studio structures briefs, suggests routing and summarizes account status. Final approval stays with people.

Assisted briefs

Free-form requests become structured scope and fields.

Status by client

Outstanding items, risks and next steps prepared for review.

Expected outcome

What changes in practice.

01

Protected accounts

Permissions separate clients without fragmenting internal operations.

02

Predictable production

Capacity and priorities are considered before committing to deadlines.

03

Visible margins

Hours and budgets reveal deviations before closeout.

A method for access and billable work

Permissions are organized by account; hours and budgets use Timesheets & Budgets when purchased and configured.

Frequently asked questions

Straight answers.

Yes, when needed. The permission design limits each client to their own account and the agreed collaboration points.

Yes, with Timesheets & Budgets configured by project or client, according to the agency’s operational and commercial model.

Yes. The architecture can start with intake, templates and approvals, adding capacity and billable-work management as operations grow.

Grow your client portfolio without multiplying the chaos.

Start by designing intake, approvals, capacity and billable-work tracking.