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Taskip
For Advertising Agencies

Built for Advertising Agencies That Think Big

Managing clients, briefs, and deliverables shouldn't take five different tools. Taskip gives advertising agencies one connected workspace to organize projects, centralize communication, and keep approvals, invoices, and support all in one place.

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4.8/5★★★★★rating on G2
For Advertising Agencies

Features Advertising Agencies Need to Shine

Taskip streamlines workflows, manages client relationships, and maintains campaign momentum from creative production through final approvals.

What is Taskip for Advertising Agencies?

Taskip is a client portal and project management tool built for advertising agencies. It centralizes campaign workflows, client approvals, brief management, and invoicing in a single platform, so your team spends less time on admin and more time on the creative work that wins accounts.

How Taskip Works for Advertising Agencies

01

Turn Campaign Chaos into Creative Control

Taskip organizes campaigns from concept to launch. Keep creative ideas, client edits, and deadlines aligned so nothing falls through the cracks.

  • Streamlined Campaign Pipelines & Custom Stages
  • Visual Drag-and-Drop Workflow Boards
  • Automated Task & Approval Reminders
  • Centralized Campaign Context & Collaboration
Campaign Pipeline
Incoming Brief1
$18,000 potential
Urgent
TV Commercial, RetailCo
S
Sarah Bennett
$18,000
In Production3
$32,500 potential
Active
Digital Banner Series, SportsBrand
M
Mike Torres
$8,500
Active
OOH Campaign, FoodChain
A
Amy Liu
$14,000
Pending
Social Campaign, TechStartup
J
Jake Reeves
$10,000
Delivered2
$26,000 invoiced
On Track
Brand Film, LuxuryBrand
C
Claire Moss
$20,000
On Track
Radio Spots, RegionalBank
R
Rob Nance
$6,000
02

Client Feedback Without the Back-and-Forth

No more scattered emails or lost comments. Taskip centralizes all client feedback so it's easy to track, prioritize, and resolve.

  • Unified Communication Hub
  • Version Control Made Simple
  • Quick Approvals
Discussion
Threads
Later
Project Inboxes
TV Commercial, RetailCo
Digital Banner Series, SportsBrand
Social Campaign, FoodChain
Direct Messages
D
Daniel Carter
P
Priya Sharma
#TV Commercial, RetailCo
MessagesFilesPins
S
Sarah BennettToday 9:15 am
Love the concept! A few notes on the second scene, can we brighten the lighting?
Y
You9:22 am
Absolutely, we'll bump the exposure and re-render by tomorrow.
🎬1
S
Sarah Bennett9:30 am
Perfect, excited to see the revised cut!
2 replies
Send
PH1H2H3
Message #tv...
Enter to send · Shift+Enter for new line
03

Manage Projects Across Channels with Ease

Multi-channel campaign organization for every format you produce.

  • Kanban & Calendar Views
  • Role-Based Assignments
  • Deadline Tracking
Project Board
Website Redesign — Brightwave
🚩 MediumWorking···
34%
D
Y
ListKanbanGanttCalendarInboxFilesActivity
Search tasks
All Priorities
All Statuses
All Assignees
Design (4)···
In Progress🚩 High
···
UX wireframes — homepage
01 Jul07 Jul
D
Draft🚩 Medium
···
Brand style guide update
03 Jul09 Jul
Y
+Add Task
Development (5)···
Draft🚩 High
···
Homepage frontend build
07 Jul14 Jul
D
Draft🚩 Medium
···
Mobile responsive layout
08 Jul15 Jul
D
+Add Task
Review (3)···
Draft🚩 High
···
Client review — v1 prototype
15 Jul17 Jul
D
Draft🚩 Medium
···
Final QA & launch checklist
17 Jul21 Jul
Y
+Add Task
04

Invoicing & Billing That Works With Your Campaigns

Don't let billing slow down creativity. Taskip connects your campaigns with invoicing to keep cash flow steady.

  • Branded Invoices
  • Track Payments Per Campaign
  • Automated Reminders
Invoice — Website Redesign
Invoice
Invoice Number : INV-2026-Jul-007
Issue Date :07-07-2026
Due Date :21-07-2026
Billing From:
Your Studio
you@studio.com
123 Creative Ave
Billing To:
Daniel Carter
daniel@brightwave.io
United States
Item NameQtyRateTaxAmount
Website Redesign — Phase 2
Full homepage + 3 inner pages
1$2,4000%$2,400
+Add Item
Subtotal$2,400
Tax$0
Discount+ Add Discount
Total:$2,400
Invoice
Theme Color
Currency
🇺🇸 United States dollar (USD)
Payment Details
Choose How to Pay
Full Amount
Partial
Payment Gateways
Pay with Paypal
Pay with Stripe
Pay with FastSpring
Manual Payment
Invoice Templates
05

Automations That Keep Campaigns Moving

Save time by automating routine tasks so your team can focus on ideas and execution.

  • Move Campaigns Automatically
  • Trigger Client Notifications
  • Recurring Tasks & Follow-Ups
Workflow Automation
STEP 1
📋
Brief Received
Client submits campaign brief online
STEP 2
✉️
Send Creative Proposal
Proposal + timeline auto-delivered to client
STEP 3
🎬
Production Phase Starts
Team assigned, project board created
STEP 4
👁️
Client Review Round
Deliverables shared via portal for approval
STEP 5
📦
Deliver Assets + Invoice
Files delivered, final invoice auto-sent

7h

saved per week by cutting down on admin work

85%

of agencies see smoother teamwork and faster execution

25%

increase in on-time client deliverables

12%

more projects handled without adding workload

Real results

RIVERA Marketing: client capacity, 4 → 8 active projects

Read case study

Everything Advertising Agencies Need in One Platform

Effortless Meeting Scheduling

  • No more endless back-and-forth, set your availability and let clients book directly
  • Automated confirmations ensure your team and clients stay aligned
  • Free up your schedule for strategy and creative work, not coordination

A Centralized Hub for All Client Documents

  • Store proposals, campaign briefs, and contracts in one organized location
  • Instantly share docs with clients to keep projects moving forward
  • Never lose files in long email threads again

Invoicing That Keeps You Paid and Professional

  • Create and send branded invoices in just a few clicks
  • Track payments, due dates, and client billing history from one place
  • Save time with recurring invoices and automatic reminders

Client Forms That Collect What Matters

  • Collect project briefs, feedback, or client info with zero back-and-forth
  • Customize fields and styling to match your agency's brand
  • Get everything you need before the work starts, no delays, no confusion

Advertising Agencies Love Taskip

Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. Responses are fast, and they turn user suggestions into reality.

Karlo R.

Karlo R.

WordPress Developer & Marketing Consultant

The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly.

Aminul I.

Aminul I.

CEO · Small Business

Moving under one roof from managing multiple tools is life-saving for me. I am using this for my agency and my team can also contribute and help me to manage business and clients.

Abdur Rahman

Abdur Rahman

Founder, QuomodoSoft

FAQs: Taskip for Advertising Agencies

How can Taskip help advertising agencies manage multiple campaigns at once?

Taskip centralizes all your campaigns, assets, deadlines, and client feedback in one platform. You can track every project stage, whether it's digital, print, or multi-channel, without juggling spreadsheets or scattered tools. Kanban boards, custom stages, and automated reminders keep every campaign on track even when your team is running dozens in parallel.

Does Taskip integrate with the tools my agency already uses?

Taskip is built to work alongside your existing workflow. You can upload assets, track communications, and connect your favorite tools, including Stripe, PayPal, Slack, and Zapier, to keep everything in one place without disrupting how your team works today.

Is Taskip suitable for small agencies or only larger firms?

Taskip scales with your agency. Whether you're a small creative shop managing a few clients or a larger agency running dozens of campaigns, Taskip adapts to your workflow and grows with you. Start on the $12/month plan and add team members as you win more accounts.

Can we manage billing and invoices in Taskip?

Yes. Taskip includes invoicing tools that let you send branded invoices, track payments by campaign, and automate reminders, so billing stays simple and professional. You can connect Stripe or PayPal for online payment collection without leaving the platform.

Does Taskip include a branded client portal for advertising agencies?

Yes. Every Taskip plan includes a white-label client portal where clients view campaign progress, approve deliverables, access files, and communicate with your team, all under your agency's brand. Clients get transparency without cluttering your inbox, and you control exactly what each client can see.