Taskek Blog
1 min reading time
#agency workflow
#client collaboration
#checklists
#handoffs

Agency Handoffs Without Chaos: Client Docs Linked to Tasks

Keep clients aligned without juggling tools. In Taskek, every deliverable lives as a task with a linked client doc and a clear owner.

Handoff playbook

  • Brief intake: Client doc template + checklist.
  • Production: Tasks grouped by milestone; use mentions for approvals.
  • Review: Comment threads stay attached to the work item.
  • Delivery: Share read‑only boards or export summaries.

Give clients clarity with one link: Start free


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