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Agency guide

Project Tracking For Agencies

Track open work, accepted editors, chat context, payments, and delivery review without losing operations visibility.

1 min readAgencyProjects

Agency project tracking helps teams know what is open, who owns it, and what needs action.

Dark Gigxomi agency dashboard with active work, editor matches, and project metrics.
Agency dashboard overview

Operational view

Track status, owner, assigned editor, payment stage, and unread communication from the agency or manager workspace.

Review flow

Use delivery review and portfolio review areas to keep output quality and showcase permissions organized.

Step-by-step instructions

  1. 1

    Open dashboard

    Use agency dashboard, manager project tracking, or chat details.

  2. 2

    Filter by status

    Find waiting, assigned, payment pending, in-progress, delivered, or closed work.

  3. 3

    Open thread details

    Review internal note, owner, assigned editor, payment request, and latest messages.

Important notes

  • Project tracking works best when teams update statuses consistently.

FAQs

Can managers track assigned work?

Yes. Manager views include assigned chats, tracking, reviews, wallet review, and escalations depending on permissions.

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