See exactly where every project stands
Run each project on a clean Kanban board with deadlines, budgets, tasks, and team assignments — all tied to the client it belongs to.
- No credit card to start
- Cancel anytime
- Export your data anytime
What is project management in AgencyTrack?
Project management in AgencyTrack turns each piece of client work into a project with its own Kanban board, deadline, budget, files, and tasks. You move work from To-do to In progress to Done by dragging cards, so the status of everything you’re delivering is visible on one board instead of living in your head.
What makes it different from a generic board is the connection: every project is linked to its client and its invoices. So when a project slips you know exactly whose work is affected, and when it’s done you can raise the invoice without re-entering anything. Assign your team to tasks, track spend against the budget, and always know what’s on track and what’s profitable.
How to use project management
Create a project
Spin up a project, link it to its client, and set a budget and deadline.
Break it into tasks
Add tasks and assign them to yourself or your team so everyone knows what’s theirs.
Work the board
Drag cards across the Kanban board — To-do, In progress, Done — as work moves.
Track budget & files
Log expenses against the budget and keep project files and updates in one timeline.
How project management helps you
Status without meetings
One glance at the board shows what’s on track and what’s slipping — no status calls needed.
Stay on budget
Track spend against each project’s budget so profit doesn’t quietly leak away.
Keep the team aligned
Assign tasks so every developer and designer knows exactly what to work on.
Everything in context
Each project stays linked to its client and invoices — delivery and money in one place.
Where project management fits
Multi-project freelancers
Running several client projects at once and losing track of what’s due when.
Small agencies
A team delivering many projects that all need one shared, visible board.
Fixed-budget work
Projects where staying inside a budget is the difference between profit and loss.
What’s included
- Drag-and-drop Kanban boards
- Deadlines & budgets per project
- Tasks with team assignments
- Project files & activity timeline
- Client-linked projects
- Expense tracking against budget
Project management FAQs
Yes. Every project belongs to a client, so opening a client shows all their projects and opening a project shows the client it’s for — plus the invoices and payments attached.
Yes. On Pro you can add up to 5 team members and assign them to projects and tasks with role-based access; Ultra makes team members unlimited.
The Free plan includes up to 10 projects, Pro up to 60, and Ultra is unlimited — so the workspace grows with your business.
Run every project like clockwork
Start free and put your projects, tasks, and budgets on one board.