Agency Tasks & Operations Board

Agency Tasks & Operations Board 🚀

The Agency Tasks & Operations Board is the all-in-one Notion system for running your creative or marketing agency. 📈 It's your internal command center designed to standardize your processes, manage your team, and track every single task—all in one place.

This template is built on a powerful, interconnected three-database system:

1. ✅ Tasks: This is your agency's central "to-do" list. It's the ground zero for all daily, weekly, and project-based work. Track client deliverables, internal projects, and admin work. Each task has a status (e.g., 📥 To Do, ⚙️ In Progress, ✅ Done), a due date, and a priority.
2. 🧖‍♂️ Team & Crew: This is your central "who's who" directory. It's your master list of all employees, freelancers, and key collaborators. Track their roles, contact information, special skills, and see all tasks assigned to them at a glance.
3. Operations Templates 📚: This is the most powerful part. This is your "secret sauce" library. Store all your Standard Operating Procedures (SOPs), repeatable checklists, and agency playbooks here. Create templates for "New Client Onboarding," "Weekly Content Sprint," "Monthly Reporting Process," and more.

Why this template is so powerful:

The real power is in the connections. 🔗 This isn't just three separate lists; it's a scalable system.

• You can assign any Task directly to a member of your Team & Crew.
• You can link your Operations Templates to your Tasks. This means when you start a new, repeatable project (like onboarding a client), you can use your SOP template to instantly generate the required tasks.
• This system stops guesswork. It ensures every client gets the same high-quality service and that no step is ever missed, no matter who on the team is doing the work.

This template helps you:

• ✨ Standardize your agency's workflow with powerful SOP templates.
• 🤝 Get a clear view of who is doing what by linking tasks to team members.
• 📈 Stop reinventing the wheel for every new project.
• 🚀 Onboard new team members faster by giving them a clear playbook to follow.
• ✅ Ensure no task ever falls through the cracks.