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Run the agency · Tasks

Every task arrives with a first draft.

Tasks come from campaigns, fixes and meetings, each with a first draft already started, so your team edits rather than starts.

Task desk screen: every task brief across clients and campaigns on one spine from brief to publish, with a reviewer queue for drafts from Roc.

Sample agency and clients. Every name and figure on screen is made up.

In short

Tasks in RocMode for Agencies arrive with a first draft already started, follow one spine from brief to publish, and wait for a person at the guard step before anything goes out.

Inside the screen

Three things to notice on Tasks.

Task desk screen: every task brief across clients and campaigns on one spine from brief to publish, with a reviewer queue for drafts from Roc.

Sample agency and clients. Every name and figure on screen is made up.

DETuesday, 9:00am · Delivery lead

Eleven task briefs open across five clients. Six are due this week. Two drafts came in from Roc overnight and sit in the reviewer queue with their checks already run.

Before RocMode for Agencies

A task list of blank boxes.

Replaces: Blank task boards
With Tasks

Every task with a first take, on one desk.

How it works

Three steps. A person approves the last one.

1

A task is created from a plan, a meeting or by hand

2

It arrives with a draft

3

Edit, approve, done

What you get
Teams edit instead of starting
No task ships without a person
Every task tied to the campaign it serves
Where it fits

Tasks works on Kept.

Every feature in RocMode for Agencies lifts one stage of the Selection Ladder, the seven things that must hold for a buyer to choose a business.

The Selection LadderHow the Ladder works →
In the agency lifecycle

What needs you today, the money, the team, the brand.

Used most byLead feature for
Every agency type
Questions

What agencies ask about Tasks.

Also in RocMode for Agencies: Task types

Also in the product: Task types.

Does every task get a draft?

Most do. The output type decides which studio drafts it.

Can I assign tasks?

Yes, to anyone on the team.

Does it replace our PM tool?

For client work, often. Keep it if you need resource scheduling.

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