It is typical for a marketing agency to have clients, projects, posts, advertising, articles, reports, discussions all at once. There is a lot to do, and all of this needs to be kept under control. A lot of time is spent on administration, you need to understand the state of a particular task, and if there is no convenient system, everything quickly turns into chaos: something gets lost in the mail, something is forgotten, tasks are duplicated – sound familiar?
We do all our work in doBoard online project system — otherwise we simply can’t cope with all the projects and tons of tasks.
What makes doBoard convenient
Tasks in an organized order – nothing gets lost
Instead of a bunch of correspondence in messengers and a pile of letters in the mail, everything is in one place. Each task has a description, who is responsible, deadlines, priority (for example, “urgent” or “can be a little later”) and status (in progress, ready, etc.), the task describes the progress, the time spent, the results of discussions on the task and the solutions applied are entered.
Simply set tasks and divide them between employees
A manager or supervisor can easily create tasks and immediately assign performers. No need to write to everyone in a personal message – everything is transparent, and everyone sees what they are responsible for.
One task — several people
If there is not one person working on something, but a whole mini-team — no problem. In doBoard, you can assign several participants at once, and everyone will be aware of what stage the task is at.
Conveniently track deadlines
You can look at the calendar or available hours to understand what, when and by whom is being done. This is convenient when working in sprints, for a sprint an employee is allocated working time, and in each of his tasks the time allocated for completing this task is indicated. This allows you to know exactly how much working time has already been allocated and how much is left or how many hours are assigned in addition to working time.
This is especially helpful if someone is overloaded – you can redistribute the work in time.
Communication right inside the task
No more need to search for who wrote what — all correspondence on the task remains inside. Someone asked a question — another answered. Everything in one place.
Clients can be given access
If it is important for a client to see how the work is going, he can be given access. He will see the status of tasks, write a comment, and will not have to arrange a call every time. To do this, it is enough to select a separate project and add a client to it. An invite will be sent to the client and then the client will have access to tasks within this project only.
Progress and analytics
You can always see what has been done and what is slowing down. How much time was spent on a task, who worked on what. It is convenient for the manager. It is clear for the team. And you can calmly plan the next steps.
Below is an example of organizing the work of a marketing agency using a project management system.
To ensure efficient operation of the agency in doBoard, you can organize the structure as follows:
Clients
A separate project is created for each client, this is good because in the project you can separately create boards for each direction of marketing SMM, advertising, articles, video reviews, etc.
Create separate project for each client.
Example:
Client: Jebediah Dynamics
Client: Moeston Systems
Boards for the direction of work
Next, create Boards within projects for each client: Divide the work into projects by areas. Boards may vary depending on the area of work for each client. The following key areas can be highlighted: SMM (social networks), Contextual and targeted advertising, Email marketing, Content marketing, Analytics and reporting.
Example:
SMM campaign
Contextual advertising
Email marketing
Landing page development
Content Marketing
Tasks within projects: Create specific tasks with deadlines and responsibilities. Examples of tasks for each direction:
1. SMM Tasks for Jebediah Dynamics
1.1. Draft the Time-Loop-Proof Content Plan for Instagram – Ensure content won’t self-cancel due to retroactive paradox loops. Include at least one meme per week from an alternate 1986.
1.2. Design visuals for Facebook and Instagram across three timeline branches – Primary design for Earth-1; alternate visual styles for Earth-2 (minimalist dystopia) and Earth-X (aggressively neon future).
1.3. Publish “Flashback to the Future” stories series – Teasers from the upcoming ChronoCore™ demo — recorded last week, scheduled for next month, targeting viewers in today’s now.
1.4. Engage with user comments from other temporal states – Includes moderating questions like “Will this tech stop the 2036 event?” and “My grandfather says ChronoCore saved his life tomorrow.”
1.5. Track engagement metrics across linear and non-linear time – Use adjusted KPIs: cross-epoch engagement rate (CEER), retroactive CTR, and anomaly-neutral conversion.
2. Contextual & Targeted Advertising Tasks for Jebediah Dynamics
2.1. Launch chrono-compliant ad campaign in Google Ads – Target users in temporal zones T1–T4. Exclude entities from unstable loops (beta timelines). Use keywords like “temporal sync” and “prevent paradoxes fast.”
2.2. Build hyper-segmented audiences in Facebook Ads – Split by timeline of origin, curiosity about causality, and affinity for future-proof tech. Special remarketing group: “Visitors who haven’t been here yet.”
2.3. Create banner creatives that don’t trigger déjà vu – Visuals must work across all realities — test versions with and without wormhole gradients. Include 1 CTA optimized for observers from the year 2051.
2.4. Monitor budget drift across timelines, adjust bidding logic – Set dynamic bids by time density index. Watch out for inflation anomalies from overlapping fiscal quarters (or collapsed ones).
2.5. Analyze ad performance across all dimensions – Metrics to include: pre-engagement intent (PEI), multiverse view-through rate, and paradox-safe conversions. Prepare a report in timeline-neutral format.
At the task creation stage, you can already assign a responsible person, a task completion date, and set a tag for the task (tasks can be sorted by tags, a tag can indicate urgency or task type, such as a call, depending on your needs).
You can also use tasks in projects as a master task, and specific work, such as making a post about a new feature, can be moved to a separate Sprint project if you use the Scram methodology.
Then you will need a separate project in which you can create new Boards for each sprint. Planned tasks will be added to the sprint for work, for example, for the next 2 weeks.
In the master task, you can create “Links” to this task in another project, for example, in the next sprint. In this case, you will have a main task for monitoring the work of the direction, and separate tasks for completing specific work.
So, the first sprint includes 4 tasks.
In summary:
doBoard helps to bring order to the agency’s work. Everything is visible, tasks are not lost, everyone knows what they are responsible for, and the manager always understands how things are going. In general, less chaos – more results. Try Online Doboard Project Management System for Free.