Agents make room for Client Delivery Managers to guide client work across the team.
Show overdue client tasks in the Monday lead email.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Remind delivery owners before due dates and surface work awaiting replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
Capture reviewer edits on the campaign card for the delivery team.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
Log client proof decisions on the matching delivery card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
Flag overdue client work for delivery follow-up.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
Send client proofs to the named reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
Prompt owners before client deadlines and flag unreachable assignees.
Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.
Receive a digest of client deliverables with no owner update.
Owners get due date reminder emails, and your project lead sees who has not posted an update by the milestone cutoff.
Flag client proof access gaps before review deadlines.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
Ask item owners to clarify the decision clients need to make.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
Confirm clients can open the current proof before review handoff.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
Flag client proof access issues on the review task before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.