01
Capture the client request
Capture website, design, content, campaign, revision, approval, or delivery requests from messages, email, screenshots, or notes.
Turn scattered requests from multiple clients into a clear agency delivery plan.
Text2Task turns each client email, WhatsApp message, screenshot, revision note, or mixed request into a structured project and tasks you review and edit before saving.
Agency requests rarely arrive as one clean delivery brief.
For each client, website edits, creative requests, campaign changes, content tasks, and approval notes can arrive together while several projects are active.
Deadlines, assets, links, budgets, priorities, and client details can be buried across messages, screenshots, and notes, making manual copying slow and small follow-ups easier to miss.
- Separate each client's mixed request into clear project tasks.
- Keep each client's context, files, links, deadlines, and budget with the correct work.
- Make small follow-ups and delivery requirements visible across active projects.
- Review the organized plan instead of rebuilding every request manually.
From client request to approved agency work.
Capture the request, review the proposed project plan, and save only the client work you approve.
02
Review the organized delivery plan
Check tasks, client details, deadlines, priorities, budgets, assets, links, and references before saving.
03
Save the approved project work
Save the approved project and tasks so the client work is ready to manage and deliver.
Agency work you can organize in Text2Task
Keep mixed client-service requests clear without losing the context needed for delivery.
- Website and landing-page requests
- Graphic-design revisions
- Social media content tasks
- Campaign updates
- Client approval notes
- Copy and content changes
- Assets, links, and reference files
- Delivery deadlines
- Budgets and priorities
- Client contact details
Handle follow-up client requests without rebuilding the delivery plan.
When a client sends another message, Client Updates compares it with the saved project and proposes what may need attention.
01
Compare the follow-up with the saved client project
Analyze the additional request against the project's existing tasks and delivery context.
02
Identify new and already-handled work
See genuinely new requests alongside work that may already be covered in the project.
03
Approve only what should change
Review the suggestions and choose what to add or update. Text2Task never modifies the project automatically.
The agency stays in control: Text2Task suggests updates, and only approved changes are applied.
Questions about using Text2Task for Small Agencies
Can Text2Task separate one mixed client message into multiple project tasks?
Yes. It can organize a mixed client request into separate project tasks that you review before saving.
Can it extract agency work from screenshots or email text?
Yes. You can upload a screenshot or paste email text, then review the proposed project and tasks.
Can I edit the delivery plan before saving it?
Yes. The proposed plan remains editable, so you can correct details and decide what should be saved.
How does Text2Task handle follow-up requests for an existing client project?
Client Updates compares the follow-up with saved work, suggests new or already-handled tasks, and lets you approve what should change.
Related use cases
View all use cases ->Virtual Assistants
Turn follow-ups, scheduling, spreadsheet updates, research, and reminders into reviewable admin tasks.
Read use case ->
Social Media Managers
Structure posts, captions, campaign changes, approval notes, and content deadlines before production.
Read use case ->
Web Designers
Turn client website feedback, mobile fixes, copy changes, assets, deadlines, and budgets into reviewable tasks.
Read use case ->
Turn the next client request into a clear agency delivery plan.
Capture the request, review the proposed project and tasks, and save only the client work you approve.