Every client the same process, without the same setup every time
Take briefs through a public form, keep clients as real records rather than folder names, and let a repeatable engagement spin itself up.
The version of this you have today
“Briefs arrive as email, Slack messages and a spreadsheet a client filled in badly.”
“Every new engagement starts by duplicating last month’s project and deleting the parts that do not apply.”
“The client list lives in a CRM the delivery team does not open.”
What agencies & client work looks like in Task Arrow
1
Brief intake that arrives structured
A public form with the fields you actually need — dates, budgets, addresses, file uploads — so the brief lands complete and typed instead of as prose.
Custom forms2
Clients as records the work points at
Keep clients in a list, then let a task, a project or a form field reference the client entry directly. One place to change when the contact does.
Projects & Lists3
Kickoff that runs itself
Submission triggers a workflow: the project is created, the standard tasks are added, the owner is assigned, and the dates are set from the brief.
Workflows4
Retainers that recur on their own
Monthly deliverables become recurring task templates with date rules, so the January version does not have to be cloned in February.
Tasks