The Template You Need to Run a Marketing Agency in Hive

Just getting started on your project management journey? Hive has you covered. As a project management and collaboration tool, we’ve seen many, many simple projects come and go through Hive.

We’ve boiled down those insights and feedback we’ve received to create a marketing agency template built for agencies of all sizes and workflows.


Why Project Management for Agencies?

A marketing agency’s primary objective is to devise and implement effective strategies that promote and sell a client’s products or services. This involves a wide range of activities including market research, branding, advertising, public relations, social media management, and content creation. Marketing agencies typically possess expertise in these areas and work closely with clients to achieve their marketing goals.

In this fast-paced digital age, marketing agencies must stay updated with the latest industry trends, data analytics, and technological advancements to stay ahead of the competition. This necessitates the use of advanced tools and platforms that can streamline marketing processes, automate tasks, and deliver measurable results.

Project management tools can significantly aid marketing agencies in their work with features like project tracking, task management, collaboration tools, file sharing, and communication channels all in one centralized platform. These features enable marketing agencies to effectively manage their projects, allocate resources, set deadlines, and assign tasks. With a clear overview of projects and their progress, agencies can ensure that projects are delivered on time and within budget.

Hive specifically provides customizable and detailed analytics which help marketing agencies measure the success of their campaigns and strategies. This allows agencies to make data-driven decisions, optimize marketing efforts, and deliver better results to their clients. Hive’s integration capabilities with other tools such as email marketing software, social media platforms, and content management systems also offer a seamless workflow for marketing agencies.

Marketing agencies can greatly benefit from utilizing PM tools like Hive — leading to enhanced efficiency, more effective communication, and valuable insights that help agencies deliver exceptional marketing campaigns to their clients.

How To Use This Marketing Agency Template

Use this marketing agency template to understand some of the basic functionality in Hive, how projects can be laid out, how client work and collaboration can coexist, and the overall project planning process. Even if you’ve never worked with a project management tool before, this is the first step to get you set up in Hive correctly.

If you don’t have an existing Hive account, you’ll need to visit this link and create your Hive workspace. From there, templates will be available to use when you create a project, or from the blue “?” in the upper right corner of your workspace. Just click on “Template Library” to navigate to our pre-saved project template list.

If you’re in a client-facing role, you know how hard it can be to manage multiple streams of work from various clients with different deliverables, processes, and workflows. Hive is the best place to centralize all of this information, and this marketing agency template will allow you to do just that.

This marketing agency template is designed to help you:

  • Organize multiple concurrent projects in Hive
  • Understand timelines and project views
  • Manage teammates time and effort

First, start by prioritizing larger projects and adding them into Hive as projects. From there, you can add individual action cards that will build up and help with completion of the initiative as a whole.

If you’re managing multiple client projects, it’s best to create a schedule to keep track of deadlines, which is why we love Calendar View or Gantt Chart when looking at this template.

Assigning dedicated project managers who can oversee each project ensures better coordination and efficient resource allocation, which we’ve added into this template. Regular communication, documentation, and utilizing Hive’s collaborative features will help contribute to smooth project flow – we recommend turning on Hive Chat if you haven’t tried it out yet.

This marketing agency template includes:

  • Multiple projects
  • Initiative-based tasks
  • Statuses
  • Action assignments

Exploring Hive

Once you kick off a project from this template, you’ll be able to edit all of the tasks, subtasks, due dates, and assignees to fit your specific workflow. If it’s easier, you can just use the template as inspiration or a starting point, and create a separate project based on the part of the template that works for you.

To access this template, visit the blue “?” in the upper right corner of your workspace. Click “Template Library” and choose your desired template from the drop down.

Want to learn more about Hive? We’ve got you covered. Hive University is a great place to start, as are our weekly demos and webinars, which you can learn more about here.

Why Hive templates?

Project templates, like this change management plan template, are valuable tools that streamline the project management process, saving time, effort, and resources. They provide a standardized framework that guides project managers and team members in planning, executing, and monitoring projects. Hive specifically provides the best social media content calendar template because of our app’s flexibility, add-ons, and affordability.

If you’re still on the fence about templates, here are a few reasons why starting with, or setting up, project templates is essential.


Project templates ensure consistency across projects. By providing predefined structures and deliverables, they help maintain uniformity in project management practices. This allows organizations to establish a standardized approach, making it easier to compare and analyze project outcomes.


Templates expedite project initiation by providing a ready-made framework. Project managers can save significant time by eliminating the need to create project plans from scratch. Templates include sections for objectives, scope, timelines, milestones, and resources, making it simpler for project managers to identify critical tasks and allocate resources effectively.

Best Practices:

Templates often incorporate industry-recognized best practices and methodologies, such as Agile, Scrum, or Waterfall, ensuring that projects adhere to proven strategies. These templates are designed by experts who have experience in managing successful projects. Utilizing such templates can help organizations avoid common pitfalls and adopt effective strategies that have yielded positive outcomes in the past.


Project templates promote efficient communication among project stakeholders. They provide a structured format for documenting project details, goals, and progress, which can be easily shared with team members, clients, and senior management. Templates also facilitate clear and consistent communication by standardizing project reporting and documentation, making it easier for different stakeholders to understand the project’s status and make informed decisions.

Risk Management:

Templates often include sections for risk identification, mitigation, and contingency planning. Following a predefined risk management plan helps project managers proactively identify potential risks, formulate appropriate strategies, and allocate resources accordingly. By providing a systematic approach to risk management, templates enable project managers to anticipate potential obstacles and mitigate them effectively.

Using templates like Hive’s project templates, OKR templates, and more offer numerous advantages to organizations by providing a standard framework, promoting consistency, streamlining processes, and fostering efficient communication. 

They allow project managers to save time, improve project outcomes, and effectively manage risks. By adopting project templates, organizations can enhance their project management practices, achieve better results, and maximize their overall productivity.

More about Hive

To access this template, visit the blue “?” in the upper right corner of your workspace. Click “Template Library” and choose your desired template from the drop down.

Want to learn more about Hive? We’ve got you covered. Hive University is a great place to start, as are our weekly demos and webinars, which you can learn more about here.

If you want to learn more about Hive’s plans and pricing, click here to check out our pricing page.

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