ASANA FOR AGENCY PROJECT MANAGEMENT
Agency project management software built for client work
Asana connects front-of-house client work to back-of-house production, so your team can automate workflows, plan capacity, and keep clients in the loop.
![[Team - Agency] Hero Image](https://assets.asana.biz/transform/bd8fb516-1527-40d9-a49d-1978e69c189e/-16_9-Hero-Agency-Lo-Fi?io=transform:fill,width:2560&format=webp)
Why agencies need purpose-built project management
Agency project management software brings conversations, assignments, documents, reporting, and approvals into one hub. By weaving client projects, resources, workflows, and retainers into a single platform, it optimizes every aspect of agency operations.
![[Industry - Agency] Deadline management (image)](https://assets.asana.biz/transform/77e45b3f-5a26-4329-9424-db52d9d38704/agency-deadline-management-mid-fi-1?io=transform:fill,width:2560&format=webp)
![[Industry - Agency] Capacity Planning (image)](https://assets.asana.biz/transform/04903fea-aed2-43a6-895a-ce0dee97a84e/agency-capacity-planning-mid-fi?io=transform:fill,width:2560&format=webp)
![[Industry - Agency] Clear Reporting (image)](https://assets.asana.biz/transform/a01dab6a-a845-40b5-8570-dc83719933b0/agency-clear-reporting-mid-fi?io=transform:fill,width:2560&format=webp)
![[Industry - Agency] Time Tracking (image)](https://assets.asana.biz/transform/2a48f126-bbf5-4502-8990-b34b092344df/agency-time-tracking-mid-fi?io=transform:fill,width:2560&format=webp){kind=tracking}
Manage competing client deadlines
Stop chasing, and coordinate every campaign or retainer in one hub. Reduce the risk of delays with timelines, milestones, and task dependencies that map delivery dates and flag approvals or deliverables.
Auto-shift dependent tasks the moment a client timeline changes
Trigger automated notifications so teammates know exactly when it’s their turn to start
Spot scheduling conflicts across all your active campaigns before they cause a delay
Give clients visibility without the status meeting
Upgrade client visibility with a branded portal providing guest access to project documents and approvals that your team already manages in Asana. Clients can review progress, respond to deliverables, and access information directly, eliminating time-consuming emails and meetings.
![[Team - Agency] Create branded client portal (image)](https://assets.asana.biz/transform/fd0b5e65-4ac2-4133-b9b9-75eae96c4ccf/agency-Create-a-branded-client-portal?io=transform:fill,width:2560&format=webp)
![[Team - Agency] Control guest access (image)](https://assets.asana.biz/transform/a96f949c-207b-4cd3-ae9a-0d0789a0a64d/agency-Control-guest-access?io=transform:fill,width:2560&format=webp)
![[Team - Agency] Accelerate client approvals (image)](https://assets.asana.biz/transform/5bac43dc-f143-40ab-a8a6-d51531157c6e/agency-Accelerate-client-approvals?io=transform:fill,width:2560&format=webp)
With Asana Client Management, offer your customers a personalized, branded portal where they can check project status, access files, communicate, and approve work in one place.
Learn moreInvite customers as guests to specific projects and tasks, so they can review work and collaborate without accessing your agency’s internal workspace.
Learn moreSend deliverables directly to customers for review, so they can approve, reject, or request changes in Asana. All feedback is stored within its project.
Learn moreAutomate the work that slows agencies down
Let AI Studio handle repetitive work by automating intake and task routing, then launch new accounts with an Asana onboarding template. With AI Teammates, your agency can tackle complex creative workflows in Asana, using real-time context to complete tasks and collaborate with your team.
Convert every intake into a production-ready brief: AI Studio checks, classifies, and routes requests. AI Teammates transform strategy documents and kickoff notes into campaign briefs or designer-ready specifications.
Accelerate account launches: Kick off every engagement with a reusable onboarding template. Assign an AI Teammate to draft SOWs and assemble client-ready assets for review instantly.
Automate client reporting: Assign an AI Teammate to draft status updates and assist with capacity planning, so your team focuses on delivering results rather than routine reporting.
![[Industry - Agency] Automate the work that slows agencies down (image)](https://assets.asana.biz/transform/47cb686b-4bb7-448d-953e-54898f7bff64/agency-Automate-the-work-that-slows-agencies-down?io=transform:fill,width:2560&format=webp)
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A single platform for every client and campaign
Manage all clients efficiently with agency project management software that organizes each account and provides a unified view of work across your roster. Use Portfolios to group related projects, Workspaces to plan top-level projects and tasks, and Asana Client Management to centralize communication, goals, and creative workflows.
![[Industry - Agency] Unified visibility across every client (image)](https://assets.asana.biz/transform/96e1fbeb-775f-46b2-af0c-a520cf8c07dc/agency-Portfolios?io=transform:fill,width:2560&format=webp)
![[Industry - Agency] Connected environment for internal execution (image)](https://assets.asana.biz/transform/21d9dd0e-4911-4e02-85c9-46b7b5fcc1a8/agency-Workspaces?io=transform:fill,width:2560&format=webp)
![[Industry - Agency] Curated experience for client collaboration (image)](https://assets.asana.biz/transform/5aa05edd-33af-4fc1-ac48-c165b1c180cb/agency-Branded-Portals?io=transform:fill,width:2560&format=webp)
Unified visibility across every client
Consolidate client campaigns in Portfolios to monitor progress, milestones, budget tracking, timelines, workload, and shared data. Quickly dive into any account that needs your attention.
Connected resource planning with agency project management
Asana Workload shows assignments across client projects and measures team capacity using task counts, billable hours, points, or custom fields. Set weekly capacity limits, forecast upcoming workloads, and reassign or reschedule work as retainers, campaigns, and one-off projects evolve.
Scale capacity with demand. Compare workloads and availability as work increases, then rebalance assignments before bottlenecks put deadlines at risk.
Power utilization reporting. Track how team capacity is distributed across retainers and projects, then use that data to guide staffing as your agency grows.
![[Industry - Agency] Connected resource planning with agency project management (image)](https://assets.asana.biz/transform/b5415040-7d3d-4b5a-9136-5053b399a024/agency-Workload-Resource-Management?io=transform:fill,width:2560&format=webp)
Social Driver doubles client capacity with Asana
By centralizing project timelines, tasks, and communications in Asana, Social Driver now services 2X more clients simultaneously — with project managers coordinating 3.5X more projects through reporting dashboards, recurring tasks, and request forms.
Integrates with the tools agencies already use
Asana integrates with 400+integrations that support campaign management, improve client visibility, and connect with the apps agency customers already use.
자주 묻는 질문
Agency project management software enables agencies to manage client project timelines, resource scheduling, approvals, reporting, and customizable workflows across multiple accounts. Key features include multi-client dashboards, resource and capacity planning, client portals, workflow automation, and project templates. Asana integrates these capabilities with client management, portfolios, workload tracking, automation, and AI tools for agency operations.
Agency project management software must support both client-facing work and internal project execution. Agencies require multi-client views, client portals, guest access, retainer management, utilization reporting, revision cycles, and approval workflows, in addition to standard task and timeline management. These needs make agency operations more complex than managing a single internal project or department with a general task management tool.
Prioritize features such as multi-client dashboards, capacity planning, client access, approval workflows, automation, reporting, integrations, time tracking, and support for both retainer and project-based work. Agencies should also consider whether the software can standardize recurring services while allowing flexibility for different client needs. The ideal system should simplify management of staffing, status, deadlines, and deliverables as your client roster expands.
Asana supports agency project management with Asana Client Management, Portfolios, Workload, automation rules, AI Studio, AI Teammates, branded client portals, guest access, and approval workflows. Agencies can manage individual client projects and monitor capacity and account status at a broader level. Asana also connects with hundreds of apps for communication, creative work, file sharing, meetings, and reporting, making it a leading choice for digital agency project management software.
Creative, marketing, digital, PR, advertising, design, and other client-service agencies use Asana. The platform supports both boutique agencies with smaller rosters and larger organizations managing multiple accounts, teams, and service lines. Asana is also a strong choice for design agency project management software, with tools for creative briefing, review cycles, approvals, timelines, and client feedback.
Asana pricing varies by plan and number of users. Options include Personal, Starter, Advanced, Enterprise, and Enterprise+, each offering different features and administrative controls. Agencies should review plan requirements for client management, resource planning, reporting, AI, and security before making a choice. Visit Asana’s pricing page for current details and trial options.
Asana is a recognized G2 Leader and one of the best agency project management software options for teams that need Asana Client Management, AI Teammates, branded client portals, Workload, approval workflows, and hundreds of integrations in one platform. Asana is designed with enterprise-grade governance, offering unique capabilities that competitors lack. These capabilities have delivered measurable results: Leads.io used Asana to reduce approval time by 50% and product setup time by 35%.