Resources
Best project management software crafted for agencies.
Our white label project management app provides the easiest and most powerful way to manage your projects, teams, customers and more.
Other Dashclicks built-in Apps:
Analytics
View analytics associated to your clients marketing campaigns within our digital marketing campaign project management software.
One platform to run your entire business
Save time, hit your goals faster and create a transformational experience by leveraging the DashClicks ecosystem.
Auto project creation
Once a service is purchased from the fulfillment store, automate the creation of a new project.
Mirrored analytics with sub-accounts
Connect your clients sub-accounts right from within your dashboard and view all metrics, as if you were in their account.
Automate onboarding docs
Once a service is purchased form the fulfillment store, automate the creation and sending of onboarding documents to your clients.
One platform, endless possibilities
All the building blocks you need to run your business from within one beautiful platform.
One platform to run your entire business
The Projects app effectively mirrors everything that’s available in the Analytics app. That means that you can integrate the following:
- Facebook Ads
- Google Ads
- CallRail
- Google Analytics
- Listings Manager (Add-on subscription purchased in our fulfillment store)
Currently, you are able to manage the following for all of the sub-accounts associated with your main account:
- Track and manage analytics
- Manage forms and form submissions
- Track website analytics and utilize the website editor
- Upload and manage files
- Create and update client-related notebooks
You must first create a website for a sub-account through the InstaSites app. After you purchase the website for the account, you’ll be able to access it through the Projects app when selecting that sub-account.
Yes. To review onboarding document submissions, click on the sub-account in Projects, then go to your Forms tab.
Yes. The Projects app is a mirror image of what the sub-account is seeing on their end. Changes on one side will also occur on the other side.
You cannot add custom metrics to any of the analytics widgets. However, you can customize what information is displayed in the table and where by utilizing the Manage Columns feature.
Yes, but it is not the recommended method. The client will be able to integrate their own services through their Analytics app. If this is not possible, you can do it for them through your Projects application by selecting their sub-account first.
Accepted File Types:
- Images - JPEG, PNG, GIF, BMP
- Text - Plain, CSV
- Video - MP4, MPEG, AVI, WEBM, QUICKTIME
- Audio - X-WAV, MPEG, WAV
- Application - MSWord, Zip, PDF,
Our system will automatically create new projects for the sub-account after we confirm your fulfillment purchase. For example, if you purchase Facebook ads for a sub-account, you will then find Facebook Ads analytics in Projects when reviewing that sub-account.
You can easily hide any inactive projects by checking the appropriate toggle within your account settings. This helps to keep your project management dashboard clean and up-to-date.
No. While you can observe and interact with the sub-account’s analytics and website, your files and notebooks are for your team only.
No. Each analytics integration has a toggle to filter Active, Paused, or Removed campaigns. As long as that campaign was active long enough to populate information in the dashboard, you can always go back and review previous campaign information.
