- Agency Project Management
Streamline Your Agency,
Satisfy Every Client
OneDesk brings project planning, time tracking, workload and resource management, request intake, approvals, and client communication into one platform. Get everything your agency needs to deliver great work and keep clients happy.
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USE CASES
One Platform for Every Part of Running Client Work
From project planning and time tracking to resource management, intake, and client approvals — OneDesk handles every stage of agency delivery in one place.
Plan, schedule, and ship every client project on time
Map out every engagement with tasks, milestones, dependencies, and deadlines your whole agency can see. Break big deliverables into stages, assign owners, and track progress against the plan in real time. Whether it’s a website build, a campaign, or a retainer, everyone knows what’s due, what’s next, and where things stand — no more scattered docs or missed handoffs.
- Timeline and board views for tasks, milestones, and dependencies
- Templated project plans to spin up new engagements in minutes
- Real-time progress tracking so nothing slips through the cracks
Capture every billable hour without the busywork
Let your team log time against tasks and projects as they work, with timers, timesheets, and quick entry. See planned versus actual hours on every engagement, spot scope creep before it eats your margin, and turn tracked time into accurate invoices and profitability reports. Know exactly where your agency’s hours go — and what they’re worth.
- One-click timers and weekly timesheets built into every task
- Planned vs. actual hours to protect project margins
- Billable time rolls up into invoices and profitability reports
Balance your team's capacity across every client
See who’s overloaded and who has room before you commit to the next project. Visualize your whole team’s capacity across all active engagements, assign work based on real availability, and rebalance in a drag with a clear view of everyone’s schedule. Deliver more without burning your team out or over-promising your clients.
- Team capacity view across every active project and client
- Assign and rebalance work based on real availability
- Spot over-allocation early and plan hiring with confidence
Keep clients in the loop and sign-offs on record
Give clients a clean, branded space to review deliverables, leave feedback, and approve work with one click — no long email threads or lost PDFs. Share status updates, collect requests through intake forms, and keep every conversation attached to the right project. Clients feel informed and involved, and your team gets clear sign-offs on record.
- One-click client approvals with a timestamped audit trail
- Branded client space for deliverables, feedback, and updates
- Request intake forms that turn straight into tracked tasks
FEATURES
Every Feature Your Agency Needs to Deliver Great Work
Project planning, time tracking, workload and resource management, request intake, client approvals, and communication — everything an agency needs to streamline operations and keep clients happy.
Project Planning
Build project plans with tasks, milestones, dependencies, and deadlines your whole agency can see. Switch between timeline, board, and list views, break deliverables into stages, and assign owners. Save your best-run projects as templates so every new engagement starts in minutes instead of hours.
Time Tracking
Your team logs time against tasks and projects with built-in timers and timesheets. Compare planned versus actual hours on every engagement, catch scope creep early, and turn tracked time into accurate invoices and profitability reports that show exactly what each client is really worth.
Resource Management
See everyone's workload across every active client and project in one view. Assign and rebalance work based on real availability, spot over-allocation before it becomes burnout, and know whether you have the capacity to take on the next engagement.
Request Intake
Collect new requests, briefs, and change orders through branded intake forms. Every submission lands as a structured task in the right project, routed to the right owner, with all the details captured up front — so nothing gets lost and your team stops chasing clients for information.
Approvals
Send deliverables for approval directly from a task or project. Clients review, leave feedback, and approve or request changes with one click. Every approval is timestamped and logged, creating a clear audit trail.
Communication
Keep updates, feedback, and discussion attached to the work they belong to instead of buried in inboxes. Clients get a clear, branded view of progress and can comment where it matters, while your team coordinates in private internal threads.
FAQ
Common Questions
You build project plans with tasks, milestones, dependencies, and deadlines, and view them as a timeline, board, or list. Assign owners, break deliverables into stages, and track progress against the plan in real time. You can save any project as a template so new engagements start fully structured in minutes rather than being built from scratch each time.
Your team logs time directly against tasks and tickets using built-in timers and timesheets. There's no need for a separate tool to switch between. OneDesk shows planned versus actual hours so you can catch scope creep early, and billable time rolls up automatically to project and report metrics.
Streamline Your Agency
Get started planning your projects and resources.