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.