For PR and communications teams
Launch day is fixed. Every approval before it has an owner.
Map the approval chain, keep approved messages in one place, and see what the launch is waiting on.

What is the launch waiting on?
Every approval is a task with an owner, and dependencies show which decision blocks the next. Move through launch week and watch the chain clear.
The record
One version of what was approved.
The client sees the messages they signed off. The team keeps its candid working notes in the same project, out of the client's view.
One current version
Approved language lives in one document, where a colleague can find it during a handoff.
Every decision has an owner
Review tasks name the person who unblocks the next step.
Chat for speed
Threads move the work along. The outcome moves into the record.
Internal stays internal
Positioning debates and risk notes stay in internal documents.
Check before you share
Inspect the client view before a sensitive review sequence.
Authority stays explicit
A comment and a release sign-off are different events. Write down who can approve publication.
An urgent request lands in launch week.
An urgent label does not create extra hours. Capture the need, the timing and the owner, then decide what moves, who can take it, or whether the request changes the scope.
Tell the client the revised commitment before the week quietly absorbs it.
Send the revised plan with the weekly client updateWhat a launch leans on.
Four parts of the workspace carry most of a communications account.
Projects Tasks with owners and dependencies, so the chain shows who unblocks the launch.
Docs Approved language in one current document, shared with the client or kept internal.
Client portal The decisions a client has to make, without the internal discussion around them.
Messaging Fast coordination in threads, with the result moved into the task or document.
Clear about what sits in other tools.
What Flowboard does for a PR account
- Maps the approval chain with owners and dependencies.
- Keeps approved messages in one current document.
- Separates client-visible work from internal discussion.
- Records account time, invoices and direct margin for each account.
What it leaves to your specialist tools
- Journalist contacts or a media database.
- Press release distribution.
- Coverage monitoring and social listening.
- Deciding who may authorize publication. Your engagement defines that.
Pair Flowboard's delivery picture with coverage, reach and reputation evidence from your communications tools. See what reports cover ↗
The details.
Everything above, in depth. Open what you need.
Plan the approval chain before the deadline becomes urgent
A launch plan should distinguish drafting, internal review, client review, final approval, and the next operational step. Assign a person to each action and identify dependencies where one decision blocks another. A task called 'press release' is often too broad to explain why the work is waiting or who can unblock it.
Use a project document for the current brief, key messages, responsibilities, and agreed timing. Keep lasting decisions there rather than leaving several competing versions in chat. Messaging is useful for fast coordination, but the final wording and approval responsibility need a stable reference that another team member can locate during a handoff.
Separate client visibility from internal working discussion
PR teams often need candid internal discussion about positioning, timing, and risk. The client-facing record should present the relevant decision clearly without exposing every internal draft conversation. Use document and project visibility deliberately, and inspect the portal experience before relying on it for a sensitive review sequence.
A client comment, a task approval, and a formal authorization to publish are not automatically the same event. Define the approval process required by the engagement and keep the responsible person visible. Flowboard can help record and coordinate the work; the agency still needs an explicit understanding of who is authorized to release material externally.
An illustrative launch-week capacity conflict
Imagine an account lead with 40 hours of planned weekly capacity. Existing retainer work uses 24 hours, a scheduled launch uses 12, and a new urgent communications request needs another ten. The unadjusted plan totals 46 hours, or 115% of capacity. This illustrative example identifies a planning conflict, not a requirement to work six extra hours.
The team can inspect the project allocations and decide which work moves, which responsibilities can be reassigned, or whether the urgent request changes the commercial scope. After the week, recorded time helps explain what actually happened. Repeated exceptions may indicate that the retainer's response expectations and staffing model need a clearer agreement.
| Launch dependency | Record to maintain | Why it matters |
|---|---|---|
| Approved messages | Current shared document | Prevents conflicting versions |
| Quote or claim review | Owned review task | Makes the decision owner visible |
| Client timing decision | Explicit project update | Keeps the launch expectation current |
| Urgent extra request | Scope and capacity review | Avoids an invisible commitment |
Create an account workflow around recurring decisions
A PR account often combines a steady service pattern with unpredictable requests. The operating structure should make both visible without pretending every week can be planned exactly.
Define the recurring service
Record the retainer scope, expected outputs, review responsibilities, and how urgent or additional work is handled.
Map the launch or campaign
Create tasks for concrete outputs and approval decisions. Use dependencies to show where timing relies on a client or another reviewer.
Maintain the current context
Keep messaging documents and decisions readable. Use the portal for appropriate client collaboration and check the audience before sharing.
Review effort and exceptions
Compare allocations and time with the actual service delivered. Discuss repeated unplanned work before it becomes an assumed inclusion.
Keep specialist communications tools in the workflow
Flowboard is not a media database, journalist-contact provider, press-release distribution service, social listening platform, or coverage-monitoring system. Use those tools for the evidence and external actions they are designed to support. Bring the resulting delivery tasks and client decisions into the agency workspace where that context helps the team.
Use Flowboard reporting to understand time, capacity, invoices, and the direct margin of each account. Pair that delivery picture with coverage, reach, reputation, and campaign results from your communications tools. Together they help explain both the outcome and the work required to achieve it.
Preserve the current message
Use documents for the brief, approved language, and decisions that outlast a conversation.
Explore this workflow ↗Review the account workload
Compare project allocations with the team's real weekly capacity.
Explore this workflow ↗Questions
Before the next launch week.
Does Flowboard provide journalist contacts or distribute releases?
Keep your specialist media database and distribution service for those activities. Flowboard coordinates the brief, draft, review, approval, and account work around them.
Can we manage several approval stakeholders?
Use explicit task ownership and a documented approval path to show who reviews what. Client collaboration can support the discussion, but the agency must define who has authority to approve publication. A comment from one stakeholder should not silently override that process.
How should urgent requests enter the workflow?
Capture enough context to understand the need, timing, and owner, then review capacity and scope. An urgent label does not create additional team hours. Decide what moves or changes and communicate the revised commitment clearly to the client.
Should internal account coordination be recorded as time?
If it belongs to the engagement and consumes delivery effort, a consistent recording policy helps reveal the cost of service. Mark billability according to the agreement. Non-billable coordination can still matter when reviewing whether the retainer model is sustainable.
Can operational reports replace coverage reports?
No. Flowboard's reports concern agency work, utilization, billing, capacity, and direct project economics. Use appropriate media evidence for coverage and communications outcomes. Presenting both views can support a better account review, but they answer different questions.