Daily digest
Everyone knows the plan before the day gets busy.
A digest by email of overdue work, what's due today and approvals still waiting, so nobody has to ask in the morning.
See notificationsTasksProjects, milestones and your own statuses
Task Management for Agency Teams
Nothing slips.
Nobody chases.
Tasks for every client, each with an owner, flagged when overdue and summed up in a daily digest. Projects, milestones and client requests live in the same place.
Try free for 14 days. No card needed.
Moved to DoneNorthside Gym captions
Your daily digest2 overdue, 5 due today
Monthly ad review createdRepeats every month
Deadlines don't slip because people are lazy. They slip in the status meeting nobody needed, the task nobody owned and the reminder nobody sent. Whizo handles all three.
01 / How work moves
Work that gets handed out, tracked and repeated.
See the work your way.
A board or a list for every client, with your own statuses, priorities, owners and due dates.
Learn more: Board and listBoard and list
See the work your way.
A board or a list for every client, with your own statuses, priorities, owners and due dates.
Projects
Group the work. Track the milestones.
Projects with milestones show how far along each piece of client work is, and templates start the next one for you.
On a schedule
Set it once. It comes back on time.
Recurring tasks for monthly reviews, weekly check-ins and regular client work come back on their own, and every past one stays on record.
02 / Every day
The morning digest, and every hour after it.
Client requests
Clients ask. It becomes a task.
Clients send requests from their portal with a priority. Turn one into a task in a click, and a reminder goes out if a request sits without an update.
See the client portalTime tracking
Clock in. Clock out. Done.
Your team clocks in and out, logs breaks and adds manual entries. Managers see who's working on the team board.
See Team Collaboration03 / By the numbers
Set once. Runs every week.
views for every list: board and list
priority levels, Urgent to Low
from a client request to a task
spreadsheets to track who's doing what
04 / Questions
Questions, answered.
What does the daily digest include?
Overdue tasks with their owners, tasks due today and content approvals still waiting, sent by email at the start of the day.
Can I assign tasks to specific clients?
Yes. Tasks are scoped to workspaces (client accounts). You can filter the board or the list by client, and each client's tasks stay isolated from others.
Do clients get access to the task board?
No. Your task board stays with your team. Clients follow their projects and send requests from their own portal.
Can I set recurring tasks?
Yes. Tasks can repeat on a schedule, and the next one is created automatically. Useful for monthly reviews, weekly check-ins and regular client work.
Can I use my own statuses?
Yes. Set your own task statuses and priorities, and the defaults for new projects, in your agency's settings.
How do client requests work?
Clients send a request from their portal and pick a priority. Your team turns it into a task in one click, and a reminder goes out if a request sits for a few days without an update.
How does role-based access work with tasks?
Team members see tasks for the client workspaces they have access to. Owners, managers and anyone you give access to all workspaces, see every client. Role permissions control who can only view tasks and who can create, edit or delete them.
Stop chasing your team.
Let the work keep score.
Start free trial
Try free for 14 days. No card needed.