Can I schedule publications in advance?

Yes, plan everything using the Kanban board and calendar.

Can multiple teams work simultaneously?

Yes, easily manage multiple teams and projects at the same time.

Can I involve clients in projects?

Yes, for convenient communication and content approval.

Is there task performance analytics?

Yes, dashboards show team progress and efficiency.

All industries

Marketing

Marketing, digital & creative — without the chat chaos

Control projects, content, deadlines, and your team all in one place.

Built for

Marketing agencies
Brand teams
Social teams
Content studios

Try for free See pricing

By the numbers

3×

faster campaign launches

customer data

−40%

time on status updates

Easylim CRM

100%

content-plan visibility

2025 survey

Capabilities

Everything your team needs — already inside

Publishing kanban, campaign sprints, creative work together — clear and managed.

Feature 01

Content Planning

Create a Kanban board for publications and track all materials in one space.

Feature 02

Project Management

Assign tasks, deadlines, and responsibilities for quick execution.

Feature 03

Team Oversight

Monitor progress, workload, and efficiency of each team member.

Feature 04

Client Collaboration

Exchange comments, get feedback, and coordinate tasks with clients.

How it works

Social Media Campaigns

Track posts, plan content, and collect analytics for Facebook, Instagram, TikTok.

Creative Projects for Brands
Content Marketing

How it works

Advertising & PPC Projects

Manage budgets, deadlines, and outcomes of ad campaigns.

Internal Marketing Processes
Client Coordination

Deep dive

Marketing without chat-app chaos — how a real pipeline actually runs

5 chapters

Most marketing teams live on Slack threads, Figma comments, Google Doc briefs, and a content calendar that was last updated a week ago. A six-asset campaign launch eats three to four weeks, and <strong>60% of that time isn't work — it's hunting for the latest version, waiting for approval, and asking "where's the file?"</strong>. Here's how to rebuild your marketing process inside Easylim so a launch takes 7-10 days instead of three weeks, and the moment to call in an agency instead.

Розділ

The campaign pipeline — brief to live in five stages

Marketing is a conveyor belt, not a single event. Every campaign walks the same path: brief from PM/client → strategy (channels, budget, KPI) → creative (banner, video, copy) → approval → launch + tracking. If that path isn't formalised as a pipeline, every campaign gets reinvented from scratch in Slack.

In Easylim that's five columns where a card equals one creative unit (a banner, an email, a video), not "the whole campaign". Now you can see that of 12 campaign assets, 8 are in creative, 2 in approval, and 2 are live. Your lead doesn't ask "how's the campaign going" — they can see it.

The biggest mistake is mixing campaign work with always-on ops ("write a blog post", "refresh Google Ads meta") in the same pipeline. Run two workspaces: Campaigns with a fixed pipeline and Always-on with a Kanban for recurring work. Otherwise the big launches drown in micro-tasks.

A card = one creative asset, never "the whole campaign".
Separate workspaces for campaigns and always-on — never mix them.
Add UTM params + GA4 IDs to the card on creation, not at launch.

campaign · q3 launch

Brief2

Q3 launch brief

Persona refresh

Strategy1

Channel mix · paid

Strat

Creative3

Hero banner · A/B

Design

Video 15s

Motion

Email · v2

Copy

Approval1

Landing copy

CMO

Live2

IG carousel

Meta Ads

Newsletter

brief → liveGA4 + UTM tracked

Розділ

An editorial calendar your team actually reads

A spreadsheet content calendar looks great in screenshots but is impossible to work in: you can't tell who owns what, which slots are free, or drag a date around easily. By week three your editor lives in Notion, your copywriter in Trello, and social in Google Calendar.

One calendar with colour-coded content types (post / email / ad / video) and platform filters (IG, LinkedIn, TikTok, blog) is the bare minimum. In Easylim, calendar cards are the same tasks as your pipeline — just viewed differently. Drag a date, the card's deadline moves. No duplicates.

The 60/30/10 rule: 60% of slots planned a month out, 30% reactive buffer (trends, news-jacking), 10% deliberately empty. If the calendar is 100% booked, the first sick day breaks the whole month.

Type = colour, platform = tag. Balance is visible at a glance.
60% planned · 30% reactive · 10% buffer — never book the whole month.
Calendar and Kanban = the same task set, never duplicate.

editorial · september

post

video

Розділ

A client portal instead of 200 "where's the file?" emails

An agency's most expensive resource isn't the designer — it's your account manager forwarding files to the client. One large client equals 30-50 emails a week with Drive links, Figma screenshots, and "is this the final version?".

Instead, give the client a scoped view of one board — they only see their projects, and only cards in "in review / approved / scheduled / live", no internal kitchen. They comment in the card. Your AM gets a notification inside Easylim, not in their fifth inbox of the day.

The same idea works for in-house marketing: "the client" is your CMO or CEO who doesn't want to dig through twelve team projects, just see "what's launching this month". One shared view replaces the weekly status meeting.

Client portal = read-only cards + comments, never full project access.
Show client statuses ("in review / approved / scheduled / live"); hide internal ones.
Route client-comment notifications to a separate channel so they don't get lost.

client portal · acme co

ACME Co.

view · comment

Hero banner — autumn

in review

Email · welcome flow

approved

IG reel · 15s

scheduled · 28.09

Landing copy v2

in review

client only sees their projects

Розділ

Approval chains — why 80% of revisions come from the one person nobody asked

The classic loop: creative done → sent to client → client signs off → goes live → CMO sees it on the site → "change the button colour and the tone of voice". The team reworks overnight, budget burns, everyone's tense.

An approval chain is a hard-coded order of sign-offs per asset type. Landing page: copy lead → design lead → CMO → client. Social post: copy → SMM → client. Each reviewer sees the previous person approved, and can't "jump the queue".

In Easylim this is a checklist inside the card with assigned reviewers. Until the previous box is ticked, the next reviewer doesn't get notified. If the CMO clicks "request changes", the card moves back one step — not to the start. Saves 1-2 revision cycles per campaign.

Anti-pattern: approving "across all channels" (Slack + email + DMs). There must be one source of truth — the button in the card. If someone writes "approved" in Slack, the AM replies "please tick the box" — that's not pedantry, that's preserving the audit trail.

Approval chain = fixed order, never "everyone at once".
The card button is the only valid sign-off. Slack "approved" doesn't count.
Request changes = back one step, not back to the start.

approval · q3 landing

Maria

Copy lead

approved

Alex

Design lead

approved

Olha

CMO

ACME

Client

waiting

auto-notify on each step

Розділ

When in-house can't cope — and when to bring in an agency

Easylim helps your in-house team move faster, but it doesn't turn 3 people into 12. If you need to launch a product across 4 markets in a month with localisation and native ads, that's agency work, not a task-tracker problem.

In-house wins on recurring work: brand knowledge, daily tone of voice, tight feedback loops with product and support. Agencies win on launches: niche creative (TikTok, performance, B2B funnels), burst mode (short project, big scope), and a fresh outside view.

A realistic model: in-house owns always-on (social, email, blog), agency takes 2-3 launches a year. Easylim holds both: the agency board has a read-only client view + approval chain for the external team, the in-house board runs the full internal process.

If your launches depend heavily on design systems and brand, read about whiteboards for brand brainstorms and versioned documents. That's where brand guides live before the agency ever touches them.

In-house = recurring + brand. Agency = launches + niche skill.
Easylim holds both boards in one workspace.
Brand guides belong in whiteboard + documents, not a "Brand_2024_final_v3" Drive folder.

in-house vs agency

in-house

recurring · brand · daily

agency

launches · niche · burst

Brand knowledgestrongokay

Specialist skill depthokaystrong

Cost per outputweakstrong

Scale up fastweakstrong

Fresh outside viewweakstrong

pick by job · not by ego