Work at a digital agency involves a lot of strategic planning and creative brainstorming with clients and colleagues alike.

In the following articles, learn how to use your Workspace to maximize your agency's productivity.

Get started now using our Agency Management template!

Organize your Hierarchy for agency management

Set up your agency management Workspace with Spaces, Folders, and Lists.

Create views for agency management

Track your team's work and capacity with different views.

Use tasks for agency management

Use tasks to communicate with clients and track progress.

Use Docs for agency management

Use ClickUp Docs for scopes of work and invoices.

Use Planner and AI Notetaker for meetings

Integrate your Google or Outlook Calendar with your Workspace to join, create, and manage calendar events from ClickUp! Then, activate AI Notetaker to automatically take notes or record meetings.

Communicate with your team using Chat

Use Chat to bring all of your communication into ClickUp! Create customizable Channels for different teams or projects and use direct messages for one-on-one conversations.