Monthly content cycles, campaign launches, client onboarding — every workflow has a Task Set. Trigger it, and a complete project with every deliverable, every approval step, and every deadline appears instantly.
The designer finished the graphics. But the copywriter didn't know. The client never approved the caption. The account manager thought it was scheduled. It's now 3 days late and the client is asking why their feed is empty.
Content strategy, brief creation, graphic design, copy, client approval, scheduling, analytics report. You do this for 15 clients. That's 450 tasks every month created manually. Your project manager spends Monday mornings building spreadsheets instead of creating content.
Brand guidelines collection, platform audits, content pillar strategy, first month's calendar — every onboarding is different because there's no system. Your best clients get great service. New ones get whatever your PM remembers to do.
First of the month hits. A "Monthly Content Cycle" Task Set fires for each client. Projects auto-create: content strategy review, 12 post briefs, graphic design for each, copy for each, client approval rounds, scheduling, end-of-month analytics report. Every task is assigned — strategist, designer, copywriter, account manager. Deadlines calculated from the 1st. Your team opens Monday and their entire month is planned.
Outcome: 15 clients, 15 projects, 450 tasks — created in 15 seconds. No Monday morning spreadsheet building. Ever.
New client deal closes. "Client Onboarding" Task Set triggers. 20 tasks appear: send welcome questionnaire, collect brand guidelines, audit existing social accounts, define content pillars, create first content calendar, design template set, schedule kickoff call, set up reporting dashboard. Each assigned to the right person. The client feels organized and impressed from day one.
Outcome: Every client gets the same premium onboarding experience. Time-to-first-post drops from 2 weeks to 3 days.
Client launches a new product and needs a 2-week campaign. Trigger the "Campaign Launch" Task Set: campaign brief, hashtag research, 8 posts designed, 4 stories, 2 reels scripted, influencer outreach, paid ad creative, A/B testing setup, daily monitoring, campaign report. Need to bring in a freelance videographer? Add them mid-project — they see exactly their reel tasks with deadlines.
Outcome: Campaigns launch on time, every time. No scrambling, no missed deliverables, no "I thought you were handling that."
Client hasn't approved Tuesday's posts? Daily reminder. Designer hasn't delivered the carousel? Daily reminder. Analytics report due Friday and it's Wednesday? Reminder. Your account managers stop spending 2 hours a day chasing people. The system nudges every assignee on every task until it's done. Customize cadence: gentle weekly for low-priority, aggressive daily for launch-critical.
Outcome: Nothing is late because nobody forgets. Your team focuses on creative work instead of project management.
Triggers automatically on the 1st of every month, per client.
28 tasks across 5 phases | Auto-assigned to 4 roles
Task Sets turn every client into a perfectly managed content machine. 14-day free trial.