Do you feel like something’s not working in your agency? You’ve got processes that are outdated (or just plain not documented). You’ve got tools that aren’t the right fit or you’re not getting enough out of. Even though you feel the need for change, it terrifies you. If so, you’re not alone, I was at an agency-focused conference in Denver just a few weeks back, and several agency owners I spoke with said that they knew they needed to make a change with a major software platform that helps run their agency, but they were scared to make the switch.

Need to track time so you can bill your client? Want to know who's spending how much time on what? Introducing Timesheet, an add-on that makes tracking time simple. Track time by clicking the green timer at the top of to-dos, cards, docs, and more. To capture work that happened elsewhere, add time to the project itself on the project home page. You can add hours for other people on the project, too, which is handy if they forgot.

Since HEY launched, we’ve heard from many of you who want to share all the goodness of HEY with the people in your family. We get it! We have partners, kids, and parents who would benefit from HEY, too. So, today we’re introducing HEY for Families — add up to 4 additional HEY accounts for just $179/year total! One person pays and invites everyone, but the accounts remain separate and private.

We know how critical it is to find the email you’re looking for quickly, so we just shipped significant improvements to search. We’re surfacing more relevant search results and you can filter results by attachment — like PDF, images, and more. You can also select emails in the search results and take action on them. To make the searching easier, you’ll see a list of recent searches before you even start typing in the field.

When your team is collaborating in Slack, but managing projects in another tool, context can get lost and progress slows. With Slack lists, you can capture, visualize, and stay aligned on tasks where you’re already working.

Operations is a critical role within agencies today. But beyond the day-to-day, there’s a big opportunity to leverage this role as strategic driver of growth and efficiency. How can you develop both yourself as a leader and your agency to deliver better results? In this episode, Ryan McNamara, Head of Operations for Rise at Seven, highlights 3 key areas that every ops director should focus on: Financial rigor - what metrics you should be looking at and how often, to help you make strategic decisions.

Get a full overview of the features and customization options available in this powerful platform. OneDesk combines Help Desk, Project Management, and Professional Services Automation software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

We made reassigning tasks and setting due dates from My Assignments quick and easy. Now you can make inline edits without having to go to a project first.

Agency clients I talk to often want more strategic consulting from the agencies they hire. At the same time, many agencies feel like the services they’re delivering are often undervalued by the clients they serve. If both of these are true, then why are so many agencies caught in what Pete Caputa calls the “Tactician’s Trap” where it feels like you’re on an endless hamster wheel selling implementation services without being valued for the strategic insights you can provide to your clients.

Time is money, so make every minute count. Our platform helps you easily track your billable hours and focus on the right clients to maximize your business's profitability.

Welcome to the June edition of What’s new in Asana. First, specify the impact of subgoals, projects, and tasks that automatically contribute to a goal’s progress with weighted goals. Next, view capacity plans grouped by projects to manage project staffing. Finally, manage your billing cycle more effectively by temporarily pausing the licenses of inactive users in your domain. For a full list of what’s new this month, check out our Release Notes in the Asana Help Center.

In this podcast episode, REWORK host Kimberly Rhodes talks with David Heinemeier Hansson, co-founder of 37signals and CTO, about his personal shift from using Apple products to exploring Linux and Windows platforms. He discusses the expanded platform integration at 37signals, which now includes all three operating systems.

Slack lists make it possible for teams to manage projects and tasks right where they’re already working. From action items to deadlines and resources, lists put the most important parts of your conversations to work so teams can get more done, faster. All without ever swapping between apps.

Palo Alto Networks, a name synonymous with cutting-edge cybersecurity, faced a challenge familiar to many: multiple work management systems created inefficiencies that made it difficult to scale. Their solution? Consolidate into Asana and connect their workforce. Thanks to their visionary leadership, Asana is helping define the future of work at Palo Alto Networks, where AI is an integral teammate accelerating the way work gets done.

Until now, booking resources in Scoro depended on specific tasks. With the May 2024 release, we’ve introduced a new concept called bookings. Bookings allow you to set aside team members’ time for a project before deciding on specific tasks. This unlocks a less admin-heavy high-level approach to resource planning in Scoro. The webinar covers: Scoro’s vision for high-level resource planning How bookings help you plan resources and forecast utilization with greater ease and accuracy.

Streamline creative production for smoother, more effective assets. Whether you’re launching a new ad campaign or shooting videos to update your webpage, you can go from idea to published on time and on budget with Asana.

New tools and processes can transform your workflow. Especially when they’re well communicated, properly tested and correctly implemented. Successful change management motivates your team to adopt new practices. And makes them productive and happier - now and into the future. In this episode, we’re joined by Claire Quansah, an ops expert in the agency space with nearly two decades of experience. Claire shares the steps to consider when implementing change within your agency. She gives advice on how to promote continuous improvement and set your team up for success.

38% of agencies struggle with frequently overservicing clients. Of the 500+ agencies surveyed for the 2023 State of Agency Operations Report, 44% also said that client demands have become tougher to meet. Are you finding clients more demanding? Is overservicing happening more frequently in your agency? If so, 2024 can be different on both fronts.

When you manage projects, you don’t want anything to fall through the cracks. Every detail should be captured, every task assigned. If no one is responsible, the work won't happen. Now in Basecamp, you can see everything that’s unassigned across your projects on a single page. Under Activity, you’ll see the new report: Unassigned to-dos and cards. The report is organized by project, so you can focus on one at a time. Click a project to see the to-dos and cards that aren't assigned yet.

What got you here won’t get you there. You’ve probably heard that phrase before. And it probably couldn’t feel more applicable than it does right now as we round out 2023. So, the question is: Are you going to keep doing more of the same? Or do something different in 2024? If you’re in that latter camp, then you’re going to get some encouragement (and hopefully some useful ideas to implement) from today’s guests, Pete Caputa and Karl Sakas.