Projects + tasks
What does AgencyFlo's projects + tasks do?
Why your agency needs projects + tasks. List, Kanban, Gantt and calendar on the same data.
List, Kanban, Gantt and calendar on the same data.
Plan and run client work in whichever view fits, with no syncing between tools.
Connected to the whole loop
Nothing here is a silo. Changes flow to projects, invoices and your P&L automatically, so the rest of the system stays in sync without manual re-entry.
No stitched-together stack
Replace the patchwork of single-purpose tools with one operating system, so your team spends time on client work instead of moving data between apps.
Why a generic project tool leaves a gap
Asana and ClickUp plan and track tasks well, then stop at the edge of delivery. They can't see the rate on the work, the budget it's burning or the invoice it should become. So the agency wires project management to a timer and a finance tool, then spends real time keeping the three in agreement. AgencyFlo runs the tasks and the economics on one record, so planning the work and pricing the work are the same act.
Four views on the same tasks
List, Kanban, Gantt and Calendar all run on one underlying set of tasks. Move a card in Kanban and the bar shifts in Gantt and the row updates in List. Teams use whichever view fits the moment - Gantt for planning, Kanban for standups, List for triage - without re-entering anything. The view changes. The data doesn't.
Time that rolls up to margin
Tasks carry budgets, with time logged against them. When a designer tracks two hours on a task, those hours hit the task budget, the project margin and the client's running spend in one step. There's no timesheet to reconcile at week's end. Planning becomes profitability without a second tool in between.
Frequently asked questions
What project views does AgencyFlo support?+
AgencyFlo supports List, Kanban, Gantt and Calendar views on every project. All four views run on the same underlying tasks, so moving a card in Kanban moves the bar in Gantt and the row in List. Teams use whichever view fits the moment (Gantt for planning, Kanban for daily standups, List for triage) without re-entering the data.
Does AgencyFlo replace Asana or ClickUp for project management?+
Yes, for agencies. AgencyFlo handles the project and task management work that Asana or ClickUp does, and adds the layers agencies need on top: time tracking against tasks, project margin in real time, proposal-to-project conversion and client-facing reports. The team plans and runs the work in one place instead of stitching project management to time and finance separately.
Can I see all projects across the agency in one view?+
Yes. The portfolio view in AgencyFlo lists every active project with status, owner, margin, deadline and outstanding tasks, so a studio lead can scan the whole book of work in one screen. Filter by client, service line or team to narrow to a slice. Each row drills into the project record with its full task graph underneath.
How does task time tracking work in AgencyFlo?+
Time entries log against tasks, and tasks roll up to projects. When a designer tracks two hours on "Homepage v3", those hours hit the task budget, the project margin and the client's running spend in one step. There's no separate timesheet app or weekly reconciliation. The same time entry can be marked billable or non-billable and flows into the invoice when the project is billed.
Does the Gantt view handle dependencies?+
Yes. Tasks in AgencyFlo support start dates, end dates and dependencies, and the Gantt view renders them as a connected timeline. Shifting a parent task moves the dependent tasks with it, so a delayed deliverable doesn't quietly leave downstream work stranded. The same dependency data also drives the deadline view on the dashboard.
Operate and grow your agency, the right way.
The only tool your agency needs to run faster with less and make more money.