Project tracking and task management
Streamline your agency’s workflow with project tracking and task management suite
Marketing and design teams can leverage Formaloo’s customizable project tracking and task management suite to overcome workflow challenges, improve productivity, and ensure successful project execution. This all-in-one solution provides a structured framework for managing tasks, enhancing collaboration, and gaining real-time visibility into project status.
Optimize project tracking & task management:
1. Marketing team management
Forms for easy data entry:
• Project and task entry: Capture essential details such as project title, task name, descriptions, assigned personnel, priority levels, due dates, and status.
Tables for detailed tracking:
• Marketing task tracker: Maintain a centralized record of all tasks with columns for project title, task name, description, assigned personnel, priority, due date, and status.
Kanban boards for visual management:
• Marketing task board: Visualize task progress across stages like To Do, In Progress, Review, and Completed.
2. Design team management
Forms for detailed task creation:
• Design project and task entry: Gather project specifics including title, task details, assigned team members, priority, due date, and status.
Tables for comprehensive monitoring:
• Design task tracker: Track every task with a detailed table capturing project titles, task names, descriptions, assigned team members, priority levels, due dates, and status.
Kanban boards for workflow optimization:
• Design task board: Manage tasks visually with a Kanban board featuring stages such as To Do, In Progress, Review, and Completed.
Enhanced collaboration & workflow:
1. Centralized dashboard:
• Unified overview: Aggregate key metrics and statuses from both marketing and design teams to provide a holistic view of project progress.
2. Automated reports:
• Performance summaries: Generate automated weekly or monthly reports summarizing task completion rates, overdue tasks, and upcoming deadlines for both teams with Formaloo AI
3. Cross-team collaboration:
• Access management: Use access management to share different tasks with different internal and external teams. Choose who can see which data.