Start a project
- Projects › Projects › New project (or win a deal in the CRM): client, dates, value, who leads it and the team.
- More › Add phases, e.g. 3 phases of 1 month.
- Add scope from the agreement: paste the scope table; each row becomes a deliverable.
- Set who owns each deliverable, by when, and its status as work goes on.
Tasks and to-dos
- Projects › Tasks and to-dos: Mine, Our team, Waiting on clients, Repeating.
- Leave the project empty for a general to-do; pick the client it is for if any.
- Repeats every day, week, month, 3 months or year: the next one is added when one is done.
- Action items from meeting minutes are tasks too, and done in one place is done in the other.
Keeping the client informed
More › Client's progress link shows the client the deliverables, what is waiting from them and the meetings, nothing internal. Send progress report emails the PDF and the link to their people.
Frequently asked questions
Who can see a project?
Those with Set up and run every client project see all. Those with Work on the projects they are part of see the projects they lead or are on the team of.
Can I put an existing meeting in a project?
Yes. Edit the meeting and choose Part of project; its action items move with it.