BasicOps for Marketing Agencies
Coordinating with clients, organizing effective campaigns, and developing high-level strategies – these are all tasks that marketing teams must execute with careful precision. But it can often be overwhelming to break down those complex workflows into manageable task lists.
At BasicOps, we’ve developed advanced project collaboration tools to ensure your marketing team can eliminate hurdles and smoothly carry out campaigns. Our BasicOps automations, advanced file-sharing, and seamless integrations will help your team unlock unparalleled productivity to deliver strong results and surpass client expectations.
Request reviews
In BasicOps, you can easily request reviews from internal stakeholders and clients. In task status, select Under Review and choose the designated team member(s) to review your task. You can include files, links, and comments in the review, which guarantees your team will review the correct documents. To further streamline operations, the selected team members can track their assigned reviews in the Requests section of their feeds. With BasicOps, both internal and external team members can easily monitor their workflows to produce timely deliverables.
“I am able to jump into the system, review discussions and deliverables, and easily see where things stand.”
Simplify file sharing
Easily view files in different formats, from different file-sharing services. Our integrations allow you to share and access Box, DropBox, Google Drive, and OneDrive files within BasicOps, eliminating the need to hunt for documents across platforms. We’ll store and organize your files, so that you can focus on the work that matters most and collaborate more efficiently with your team members.
Track project history
Seamlessly access project history for a log of task actions, date changes, and approvals. Your project history log records timestamps for all recent activity – including status changes, new discussions, and updated descriptions – so your marketing team can easily monitor client approvals and track bottlenecks.
“If something needs to be done, then there will be a record of it in BasicOps. There’s no way around it.”
Integrate with your existing tools
Our integrations ensure your team can continue operations without a hitch. Whether your coworkers use Slack, JIRA, or Github, we’ve got you covered. You can frictionlessly connect your JIRA projects to BasicOps to track and update JIRA tickets – or you can view Github pull requests and commits from BasicOps. Using our Slack integration, you can also share project updates directly in Slack channels, ensuring everyone stays on track. We’ll put in the work to make sure your team stays aligned and productive.
“Projects come in through my Gmail, and I can add them as tasks via BasicOps. I’ll add the attachments from the email too, so everything goes into BasicOps.”
Access Board views
Use our Board View to access a birds-eye view of your campaigns and track your task statuses. In Board View, you can customize the section names, so you can better visualize your timelines, break down your projects, and optimize your workflows. Your marketing team can facilitate winning campaign launches and ensure nothing falls through the cracks.
“My team has been using board view to put bigger projects together with tasks and subtasks.”
Utilize automations
BasicOps’ customizable automations allow your team to automate everyday busy work, such as notifying a project owner of task completion or requesting task reviews from clients. With automations, your marketing team can streamline their workflows, save time, and direct their focus onto the work that moves the marketing needle.
Harness AI
Harness our cutting-edge AI to create custom projects and reduce busy work. There’s no need for your team to spend time setting up projects for every new campaign or client. Using BasicOps AI, you can generate comprehensive project templates with detailed task descriptions and accurate time estimates, so your team members can optimize their workflows and boost efficiency.
Grant access to clients, stakeholders, and vendors
Control which projects, tasks, and discussions your clients and stakeholders can access. With BasicOps, your admin can enable Client Access Control to share only certain project breakdowns with clients. You can further control which discussions they can access, guaranteeing they stay informed on only necessary updates. These features ensure you can still communicate and collaborate with your extended team, so clients and stakeholders remain updated on your project timelines.
“We’ve got some clients that tend to be more hands-on. They want to see what the processes are, and BasicOps gives them the opportunity to drop in and see exactly what’s happening on a day-to-day account.”
Consolidate notes in projects
Collaborate with your team members by creating shared notes in projects. BasicOps uniquely offers the ability to take notes in projects, so your team can stay on the same page and consolidate all relevant information. Using notes, you can document meeting agendas, brainstorm pitching ideas, share campaign highlights with clients, and even create tasks – all in one place.
Visualize with Timeline view
Visualize your upcoming projects with Timeline view. Even if your team juggles countless tasks for multiple clients, your workload doesn’t have to be overwhelming. Using Timeline view, you can access a comprehensive project overview and easily monitor client deadlines to ensure everyone stays on track. Simplify scheduling, organize your workflow, and eliminate hurdles with our Timeline View.
Everything you need – in BasicOps
Your campaign roadmaps, files, and brainstorms are all right where you need them. You can frictionlessly share and store files in BasicOps task discussions, guaranteeing that your team can easily access and collaborate on documents. With real-time project visibility, you and your team can stay in sync and engage in productive conversations. Keep all team members on track, convert ideas into action items, and smoothly launch campaigns by working in context with BasicOps.
“We’ll communicate back and forth through BasicOps. It’s a good way to keep our projects organized: it keeps everything in one place.”
What Marketers Say About BasicOps
“BasicOps is working great for our in-house Marketing team. As new projects and tasks come in via Gmail they are easily added to BasicOps, assigned to a team member, and everyone stays on track until completion.”
“BasicOps is a project management system that’s easy to use, easy to understand, and well integrated.”
“BasicOps helps us run our projects much more efficiently, especially when the team is operating remotely.”