CoreVoice Platform Guide
CoreAgency.Work is CoreVoice's proprietary delivery and transparency platform. This guide covers everything — admin setup, daily workflows, client reviews, and team collaboration.
What is CoreAgency.Work?
CoreAgency.Work is CoreVoice's proprietary delivery and transparency platform. It connects clients → tracks → pods → tasks in a single place, so everyone — team and client alike — always knows what is happening, who owns what, and where every deliverable lives.
CoreVoice is an AI-native marketing agency. This tool reflects that: structured, fast, built for execution. It replaces scattered spreadsheets, status-update emails, and lost feedback threads with a single workspace that is always current. Clients get real-time visibility, not a PDF you have to remember to send.
The four concepts
CoreAgency.Work has four building blocks. Everything else flows from these.
Client
A brand or business we work with. The top of the tree — tracks, pods, and tasks all live under a client.
Track
A work stream for a client. Think: SEO, Social Media, Paid Ads, Website. Each track has its own task board and can have status updates.
Pod
A team assigned to a client. Pod members see and work on the tracks assigned to their pod — nothing else. A client can have multiple pods.
Task
The actual work. Lives in a track. Has an owner, priority (urgent/high/normal/low), status, due date, estimate, and can have subtasks and contributors.
Roles & permissions
There are three global roles, plus a pod-level distinction between leaders and members.
| Role | What they can do |
|---|---|
| Super Admin | Full access — manage members, clients, tracks, pods, and all settings. Sees everything across all clients. |
| Admin | Can create and manage clients, tracks, and pods. Cannot change global settings or promote other admins. Sees everything across all clients. |
| Member | Sees only the clients and tracks their pod is assigned to. Can create tasks, update task status, add subtasks, and give kudos. |
| Pod Leader | A member-level role within a specific pod. Pod leaders can also write track status updates for the tracks their pod covers. |
Admin setup guide
If you're setting up CoreAgency.Work for the first time, follow these steps in order.
Step 1 — Add a client
Go to Admin (bottom of the sidebar) → Add client. Give the client a name. Optionally add a Slack channel name for notifications later.
Step 2 — Add tracks
Inside a client, click Add track. Each track represents a distinct work stream. Give it a name (e.g. "SEO", "Social Media") and set its type:
- Ongoing — for retainer work that runs continuously
- Project — for time-boxed deliverables
Step 3 — Create a pod
Pods are the teams that work on clients. Under a client, click Add pod, give it a name, then:
- Add team members and assign each one a role (leader or member)
- Assign tracks to the pod — these are the tracks this team is responsible for
Members will only see tracks that are assigned to at least one of their pods.
Step 4 — Add team members
Go to Admin → Members → Add member. Enter their name and work email address. Set their global role. That's it — they'll sign in with a magic link sent to that email.
Setup checklist
- Create clients — one per brand you work with
- Create tracks — one per work stream under each client
- Create a pod — for each client team
- Add members to the pod — set leader vs. member roles
- Assign tracks to the pod — so the team can see them
- Add team members to the system — Admin → Members
- Start adding tasks — inside each track
Member guide
You've just been added to CoreAgency.Work. Here's how to get oriented.
My Tasks — your home base
When you sign in, you land on My Tasks. This shows every task where you're either the owner or a contributor, across all your clients and tracks.
- Summary bar — four cards at the top showing Blocked, In Progress, To Do, and Done counts at a glance
- Client-track tabs — if you work across multiple clients, use the tabs to filter to one at a time
- Three views — switch between List, Board (Kanban), and Calendar using the buttons below the tabs
The sidebar also lists My Tracks — a shortcut to every track you're a pod member for. Click through to see all tasks in that track, not just yours.
Working with tasks
To create a task: Open a track (from the sidebar via a client) and click Add task. Fill in the title, set a priority and due date, and assign an owner.
Task fields explained:
- Status — To Do, In Progress, Blocked, Done. Update this as you work.
- Priority — Urgent, High, Normal, Low. Blocked + Urgent surfaces at the top.
- Owner — The person responsible for delivery. One owner per task.
- Contributors — Others helping with the task. They see it in their My Tasks too.
- Estimate / Actual — How long you thought it'd take vs. how long it actually took.
- Type: Artefact — Mark this if the task produces a deliverable. Attach the URL (Google Doc, Figma, etc.) so it's always findable.
- Subtasks — Break a complex task into steps. Subtasks appear inside the parent task.
Kudos
When a teammate does something great, give them a kudos. Go to Kudos in the sidebar, click Give kudos, pick the person, link it to the task they nailed, and write a short note.
Kudos are public — the whole team can see them. It takes 30 seconds and means a lot.
Reviews
Reviews are how CoreVoice collects structured feedback on deliverables. Instead of scattered comments in email or chat, feedback lives in one place — tied to the specific element, page, or slide it refers to.
PDF and slide reviews
Upload a PDF or a set of image slides directly into a review. Reviewers click on any area of a slide to pin a comment to that location. Every comment is timestamped and attributed to the reviewer.
- Supported formats — PDF, PNG, JPG, GIF
- Commenting — click anywhere on the slide to drop a comment marker at that position
- Panel — all comments appear in the side panel, labelled by slide number
- Export — members can export all comments as a markdown file for handoff or records
Webpage reviews
For live websites or uploaded HTML pages, a browser widget lets reviewers interact with the actual rendered page and leave comments tied to specific elements — not just screenshots.
- How it works — the reviewer opens the review link, activates the widget, then clicks any element on the page. A comment box appears. The comment is stored with the element's label and CSS selector, so it is always unambiguous.
- Widget — a small floating toolbar sits at the bottom of the page. Click the crosshair icon to enter comment mode, then click any element.
- Review panel — all comments appear in the panel, sorted by element. Hover a comment to highlight the element it refers to on the page.
- Export — members can export all comments as markdown, including element labels and CSS selectors.
Sharing a review with clients
Every review has a shareable link. Generate it from the review page and send it to the client. Clients do not need a CoreAgency.Work account — they open the link, use the widget or slide viewer, and leave comments directly.
Client comments appear in the same review panel as team comments, clearly attributed. The team sees all feedback in real time.
Frequently asked questions
You've been added as a member but haven't been assigned to a pod yet. Pods control which clients and tracks you can see. Ask an admin to add you to the relevant pod for your client(s).
Owner — one person, fully accountable for the task being completed. Their name is on it.
Contributors — others who are helping but aren't solely responsible. The task shows up in their My Tasks with a "contributing" badge so they don't miss it.
Not unless an admin adds your pod to those tracks. This is intentional — it keeps everyone's workspace clean and relevant. If you need visibility into another track, ask an admin to add your pod to it.
A short written summary of where a track stands — what's been done recently, what's coming up, any blockers. It shows at the top of the track page. Admins and pod leaders can write these. Useful for client check-ins and internal reviews.
Admins can generate a magic link for a client that gives them read-only access to their own tracks and tasks. The client visits coreagency.work/client_login, enters their email, and gets a sign-in link. They see their tracks, tasks, and artefact links — nothing else from the workspace.
Clients can also be shared individual review links — for PDF/slide reviews or webpage reviews — without needing portal access at all. Review links are scoped to that review only.
Manage client portal access from Admin → [Client] → Portal access.
PDF, PNG, JPG, and GIF files are supported for slide and document reviews. For webpage reviews, you can point the review at a live URL or upload an HTML file — the widget works on anything that renders in a browser.
When a reviewer opens a webpage review link, a small floating toolbar appears at the bottom of the page. They click the crosshair icon to enter comment mode. Clicking any element on the page opens a comment box. The comment is stored alongside the element's label and CSS selector — so it always refers to exactly the right thing, even if the reviewer can't describe it precisely.
All comments appear in the review panel on the right. Hovering a comment highlights the element it refers to on the page.
Yes. Each review has a standalone shareable link. Clients open it in any browser — no account needed. They can use the widget or slide viewer and leave comments directly. Their comments appear in the review panel alongside team feedback, attributed to them by name. The link gives access only to that review, nothing else.
A task where the output is a file or document — a report, design, copy deck, spreadsheet, etc. Mark it as an artefact and paste the link (Google Doc, Figma, Notion, etc.). This makes the deliverable permanently traceable alongside the task that created it. Clients can see artefact links in the portal too.
Yes. A team member can be in pods for multiple clients. Their My Tasks will show tasks from all of them, and the client-track filter tabs let them quickly narrow down to one client at a time.
Yes. For example, a large client might have one pod for the content team (assigned to Social and SEO tracks) and a separate pod for the dev team (assigned to the Website track). Each pod sees only their tracks.
Yes. Open the task and change the Owner field. Any member with access to that track can re-assign ownership. The new owner will see it in their My Tasks immediately.
Open the task and set Status to Done. Or, on the Kanban board inside a track, drag the card into the Done column. Done tasks collapse by default in list views — you can expand them with the "Done (X) ▸" toggle.
A few key differences:
- Tasks are connected to the person who owns them — no more hunting through rows
- Everyone sees their own work in one place, across all clients
- Blocked tasks surface automatically — you don't have to colour-code them
- Clients get a real-time read-only view, not a PDF you have to remember to update
- The history is preserved — when a task was done, who did it, how long it took
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