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Social and Content Agencies

Eleven content calendars, each one a copy of the last.

Every client gets the same shape of month, so every client got their own board, and the approval trail lives in comments underneath the work. Proofs put the approval on the asset, and templates stop the eleventh setup being built by hand.

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Flowboard proofs list showing creative assets across clients with their review status and version number

6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion, and Trello. Where we quote one, it is verbatim, typos included, as reviewed on Software Advice.

The eleventh client got the same board, built by hand, again.

Content work repeats. The same shape of month, the same stages, the same three rounds of feedback, once per client. So the setup gets copied, and the copy drifts, and by the eleventh client no two boards have the same columns.

Approval is the part that breaks first. The draft goes out as a link, the feedback comes back as five comments and a screenshot, and the version that shipped is whichever one somebody remembered to move. Nobody can answer whether round three was signed off without reading a thread.

Then the tool bill arrives and it is per seat, for a team where half the people only ever look.

There's a better way.

The Old Way

  • A board per client, built by hand: The eleventh copy has drifted from the first.

  • The month rebuilt every month: Somebody retypes the same recurring set.

  • Approval in comments: Five replies and a screenshot, then a guess.

  • "Approved" is a sentence somebody wrote: You reread the thread to be sure.

  • The client needs a seat to look: So they do not get one, and they email instead.

The Flowboard Way

  • Templates: A project template carries its sections and its task list, so client eleven starts where client one did.

  • Recurring task templates: On a configurable schedule, over the same task model as everything else.

  • Pins on the asset: Annotations sit on the frame, per version, with the count carried on each version.

  • Approved is a status: A recorded approve or request-changes decision, separate from the comment feed.

  • Client seats are free: Portal users are never counted against the member limit.

Approvals

The feedback lands on the post, not under it.

Pin-based annotation on the asset, version history with a picker, and an approval that is a status rather than a sentence.

A proof carries its versions, each with its own annotation count, and the viewer has a version picker. Going back to what round two actually asked for does not mean scrolling a comment thread and hoping nobody edited theirs.

Approval is a recorded decision of approved or changes requested, on a four-state status of draft, in review, approved, and changes requested. It is a queryable state, which is the difference between knowing a caption was signed off and believing it was.

So what: the question of what shipped, and who agreed to it, has an answer that is not a memory.

Flowboard proof detail showing pin annotations placed on the artwork beside the reviewer sidebar

Calendar and Templates

Build the month once, not once per client.

Board, List and Calendar over one task model, recurring task templates on a configurable schedule, and project templates that carry their own sections.

Content is the same shape every month, so the setup should be too. A project template arrives with its sections and its task list already in it, which is what stops client eleven's board being a hand-built copy of client ten's. Recurring task templates put the repeating set on a schedule instead of in somebody's head.

Board, List and Calendar are three views of one task model, not three places to keep the same work.

Honest limit: Calendar places a task on the grid only if it has a due date. An undated idea sits on Board and List and never appears there.

So what: the eleventh client costs what the second one did.

Flowboard project board showing tasks organized in Kanban columns with assignees and due dates

Client Access

The people approving the work do not need a licence.

A separate client identity, their own view of their own projects, and no line item for adding them.

Client portal users live in their own table, separate from your team's. The plan's member limit only ever counts your team, so a client, their brand manager and their two stakeholders change nothing about the bill. That is the code-level reason the seats are free rather than a promotional position.

Portal branding is your workspace name, your logo, and your accent color. There is no custom domain.

So what: approvals stop routing through email because a login was rationed.

Flowboard client portal showing a client's scoped view of project tasks, comments, and shared files

How Flowboard helps social and content agencies

Templates for the setup that repeats

Project templates carry their sections and task count. Save as template also exists on docs, proposals and automations, so a process your team built becomes the starting point.

Messages, with somewhere to look

Channels can be client-visible or internal, and Unreads is its own view alongside Drafts, Starred and Threads. A badge says there is something; a view says what.

One plan, no tiers

$39 per seat per month USD, with client seats free and unlimited. Nothing on this page sits behind an upgrade.

What is not here

No social publishing, scheduling, or listening of any kind, and no integrations marketplace to connect the tool that does it. There is also no native mobile app. Flowboard runs the work around the content; it does not post it.

What content and social teams say about the tools they already pay for

• It has all the features of Asana that I used and more. I was a bit hesitant to keep using Asana after they started to paywall some of their free features. • It has a chat feature that is a lot more bare bones than Slack, but we prefer it this way because we don't want our computers/phones blowing up with notifications • Overall, it's super nice to have so many features under one billing statement instead of getting nickel-and-dimed by so many different platforms.

4★, Marketing and Advertising, 2-10, June 2021

Trello has been a content marketing team's dream tool for many years. However, we have adopted it on our social media team and have been very impressed with the ease of use and also the free version is unbeatable. Especially since there are so many expensive tools out there that essentially do the same thing. We will remain loyal to Trello because we adopted it early on and an it's made a world of difference in our efficiency.

4★, Marketing and Advertising, 2-10, July 2020

Trello is very visual and it was a great intro to going with a kanban approach to project management. [...] I decided to create a list of what i.e., social media tool I was using per project. i.e., For one website I used HootSuite, for another website I used CoScheduler. For another website I used Planoly. Having an easy visual away to track these kinds of tools (mail lists) and configuration info was handy.

4★, Marketing and Advertising, Self-Employed, June 2018

as reviewed on Software Advice

Frequently asked questions

Run one client's content month end to end before you decide.

Brief, calendar, proof, approval, and the hours behind it, in one workspace. One plan, $39 per seat per month USD, client seats free. Start your 14-day trial.