Agency Project Tracker Template
Agencies managing multiple client campaigns simultaneously need a project tracker that gives visibility across all active work — not just one project at a time. An agency project tracker template structures each client engagement with consistent task boards, approval stages, and billing checkpoints so nothing slips through the cracks.
Use this template in DeskPanda — FreeWho uses this template
- Digital marketing agencies managing campaigns across 10+ clients
- Creative agencies tracking design, copy, and production workflows
- Web development agencies managing build and delivery stages
- PR and communications agencies tracking coverage and deliverables
Key fields in this template
Client Name
The client this project belongs to — visible at the project level
Project Type
Campaign type — SEO, Social Media, PPC, Design, Development, etc.
Account Manager
The agency team member responsible for the client relationship
Deliverables
Individual tasks with assignees, deadlines, and approval requirements
Approval Stage
Client-facing deliverables must pass through a formal review before being sent
Invoice Milestone
Billing trigger points tied to project stage completion
Use this template in DeskPanda — free.
Free for up to 8 users. No credit card. Live in under an hour.
Common questions
Related templates
This template works best inside DeskPanda.
Task management, HR, attendance, payroll, invoicing, and team chat — in one platform. Free for up to 8 users.