Everything your agency needs to deliver, in one workspace
Not a generic task manager with agency features bolted on — built around how agencies actually work, from the first client request to final delivery.
Work Management
Full task management
Every task carries what agency work actually needs: description, priority, due dates, assignee, labels, comments, activity history, and attachments — not just a title and a checkbox.
Task templates
Turn your best delivery processes — client onboarding, QA checklists, launch procedures — into a reusable template instead of rebuilding them for every new client.
Colored labels & priority tags
Organize visually with a locked, consistent color system across every board, list, and calendar view.
Project Views
Kanban board
Drag-and-drop delivery workflow with columns, subtasks, filters, and quick edits.
List & filtered views
A scannable, sortable list for anyone who prefers structure over visual boards, with full search and filtering.
Calendar view
See work scheduled by due date, with clear handling for tasks that don't have one yet.
Client board
A dedicated, curated view of the same project — showing only what's been explicitly published to the client, never internal task detail.
Sprints & Delivery Predictability
Sprint planning
Organize work into time-boxed sprints with goals, start/end dates, and a dedicated sprint board.
Burndown & velocity
See real remaining work plotted against an ideal pace throughout a sprint, and track team throughput across completed sprints over time.
Time Tracking & Capacity
Live & manual time tracking
Start a timer as you work, or log time manually — both feed the same reporting.
Workload & capacity view
See who's overloaded and who has room, with leave and holidays automatically factored into expected hours.
Billing preview
For authorized roles, see logged hours multiplied by project billing rate as a real-time estimate — not a full invoicing system, but enough to catch a budget issue before it becomes one.
Daily Status Reports
AI-assisted DSR
A smart form pulls in the day's completed and in-progress work automatically, drafts a summary, and flags anything that looks off (unusually high or low hours) — reviewed and edited by the employee before it's sent.
Configurable recipients
Route daily reports to the right people — PM, account manager, leadership — configured once per organization.
Collaboration
Team & project chat
Real-time messaging scoped to your whole team or a specific project, with the option to convert any message directly into a task.
Comments & mentions
Rich activity history on every task, with @mentions that respect the same visibility rules as everything else — a client can never be mentioned into a conversation about work they're not supposed to see.
Notifications
Task assignments, mentions, stalled-task alerts, and daily report reminders, all in one place.
Client Portal
Client-safe visibility, by design
Clients see a dedicated board and progress view for their own projects — never internal comments, internal costs, or your team's day-to-day chat.
Controlled client seats
You decide how many client-side users can join a project, with a seat limit you set and control — no surprise costs from a client inviting their entire team.
HR & Team
Leave & holiday management
A lightweight leave-request and approval flow, plus a shared holiday calendar — enough to keep reporting and reminders accurate, described honestly as leave management, not a full HR system.
Team directory & roles
Manage your team's roles and access from one place, with permissions enforced at the data level, not just hidden in the interface.
AI Assistance
BoardGlide's AI features are assistive. They help draft and organize — a person always reviews before anything is finalized.
Natural-language task creation
Describe a task in plain language — BoardGlide extracts the title, assignee, due date, and priority for you to review before it's created.
AI-assisted daily reports
As described above — drafts, never auto-submits.