Inside an Agency Running 8 Campaign Types on One System
Agencies running more than a handful of clients tend to accumulate the same problem in slightly different shapes: every campaign type has its own informal process that lives in someone's head, client approvals happen over email or Slack where they are easy to lose track of, and nobody has a clean answer to "which account is actually profitable" without pulling numbers from three places and typing in cost rates by hand.
This agency ran eight different campaign formats at once, each with its own rhythm: a radio spot moves through very different stages than an influencer partnership or an OOH placement. Before standardizing on Harmny Tasks, starting a new client project meant someone rebuilding the process from memory, and there was no single place to see whether client sign-off had actually happened before work moved to the next stage.
Eight campaign types, one template library
The fix was not a single generic project template. It was eight of them, one per campaign format, built directly from how the agency already ran each type of work. A new Radio project and a new Influencer project pull from different blueprints, each with its own phases, its own role assignments, and its own client-approval gates already in place.
Because the blueprint editor is entirely self-serve, the agency does not need a developer to adjust a process. Phases and tasks reorder by drag and drop, a client-approval gate can be toggled on or off per phase, the approver role is picked from a dropdown, and each task can carry a due date set relative to the step before it. When the agency's own process changes, the template changes with it, the same day.
Client sign-off that actually blocks the next step
Every blueprint has client-approval gates where the agency's process calls for one. A phase with a gate will not open until the client has approved in their own branded client portal, accessible by a magic link with no account to create. Clients who prefer not to open another web app get the same updates through a dedicated Telegram bot, including the ability to open a lightweight version of the portal directly inside Telegram.
The result is not a faster approval, necessarily. It is a traceable one. There is no ambiguity about whether a client signed off on a deliverable, because the next phase of work is structurally unable to start until they did.
Seeing capacity conflicts before they become missed deadlines
Running eight campaign types across a full client roster means the same people frequently sit on more than one live project. The team and resource load view shows received, completed, and rework load per person, and flags a capacity conflict automatically when someone is booked over their ceiling across simultaneous projects. Time off factors into the same calculation, so a flagged conflict reflects who is actually available, not just who is nominally on the team.
Profitability without a spreadsheet, or a guess
The agency tracks per-project margin across hourly, fixed, recurring, and internal pricing types, all in the same product the team already works in. Cost rates come from real salary data rather than a number someone typed in once and forgot to update. Visibility is tiered by role: full margin detail where it belongs, a health indicator for account leads who need direction but not the raw numbers, hours-only for anyone who should not see internal costs at all.
A governance layer most task boards don't have
On top of the workflow itself, the agency runs a layer of accountability most generic PM tools leave out entirely: blockers escalate on a timer if nobody clears them, required fields have to be filled in before a task can be marked done, and a weekly status digest replaced what used to be a manually assembled report. None of this replaces the campaign blueprints. It sits on top of them, catching the process gaps that a template alone cannot.
Why this matters if you're not this exact agency
The specific campaign types will differ from agency to agency. The shape of the problem usually doesn't: more than one repeatable workflow, client sign-off that needs to be enforced rather than hoped for, and a profitability picture that should not depend on someone remembering to update a spreadsheet. If that describes how your agency runs, the same building blocks apply regardless of whether your eight formats look like this agency's eight formats.
See how the pieces fit together on the marketing agencies solutions page, or compare Harmny Tasks directly against Productive, Scoro, Teamwork, and Harvest.