PROJECT TRACKER FOR AGENCIES
THE PROBLEM
Managing client projects has long been an Achilles Heel for agencies.
A Slack channel that goes silent. An email thread that doesn't have the one person it actually needs. A project management tool that everyone abandons after weeks of setup. Two tools that have conflicting information.
Sound familiar?
Most agencies actually have simple project tracking needs, and try to run them in a very complex tool.
What agencies actually need to know is…
01 Where the project stands right now
02 What happens next
03 What is waiting on someone
Glance answers those — for your team and for your client — and stops there.
FOR AGENCY OWNERS
Your agency at a glance. That's the whole idea.
Open Glance and see where things stand across every live project: how many are running, which clients they belong to, who owns them, and what has slipped. It's the first screen you land on, not a report you have to assemble.
● ● ● DASHBOARD
12
Total projects
08
Active clients
PROJECT OWNER DEADLINE STATUS
Northstar rebrand Maya 12 Sep In progress
Halden packaging Tom 28 Aug Overdue
Verity site build Priya 03 Oct In progress
● ● ● NORTHSTAR REBRAND · TIMELINE
Discovery ━━━━━ Complete
Design ━━━━━━━━━━━ In progress
Launch ━━━━━━ Planned
NEEDED FROM CLIENT
• Approve final copy Due 04 Sep
• Send brand assets Due 09 Sep
FOR PROJECT LEADS
Complex projects don't always need complex management.
Projects in Glance take about 5 minutes to set up. You add your phases, milestones, and to-dos for the client — the simple things needed to keep momentum.
Share the public link with your client, and suddenly, everyone knows what's next.
FOR YOUR CLIENTS
Give clients a window, not another login.
Every project has one read-only share link. Anyone on the client side can open it without an account or a password… and can return to it whenever they're unsure of the big picture.
And just to ensure they're extra-well taken care of, you can share Project Update notes anytime.
▣ fieldwork.ataglance.work/share/9tKmR4xQ2vLpZ7nH3wBd READ ONLY
Northstar rebrand
MILESTONES
✓ Kickoff workshop 14 Jul
✓ Mood board approved 02 Aug
● Design exploration 21 Aug
● Final delivery 12 Sep
PROJECT UPDATE
Mood board signed off on Friday, so we have started design exploration. Three routes coming your way next week.
SCOPE
GLANCE ALPHA