Marketing agency project management template
Project managementMarketingAI-powered✦ AI-powered
A ready-to-use base with 4 linked tables (Projects, Tasks, Assets, Clients), 7 configured views and realistic sample data. Explore it below — no account needed.
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What’s inside
Projects15 fields · 6 sample records
ProjectClientStatusAccount leadStartLaunchBudgetBillable hoursHourly rateScope changesTasksAssetsAI risk checkRevenue to dateBudget used %
▦ Leadership overview▤ Project board▣ Campaign timeline▦ At risk
Tasks6 fields · 5 sample records
TaskProjectAssigneeHoursDueStatus
▤ Creative tasks
Assets5 fields · 4 sample records
AssetProjectFileReview statusClient comments
▧ Client review
Clients5 fields · 3 sample records
ClientContactEmailProjectsActive projects
▦ Clients
Make it yours in minutes.
Use this template, then change any field, view or automation.