Managing multiple clients, tasks

CarolD · 02/21/19

I have multiple clients in my agency, each client as several projects. Without getting overwhelming number of sheets, what would be the best way to organize all the tasks I assign to my team. I also need complete visibility to ALL tasks with ALL clients in a single view. AND I need to be able to quickly (really fast), add tasks for my team.

Any insights from experts would be appreciated. Testing this tool to see if it fits my business model.

Andrée Starå · 02/21/19

Hi Carol,

I'd be happy to help and discuss the best set up with you!

Let's start with a free discovery call. How does that sound?

Please e-mail me at andree@getdone.se and well take it from there.

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå · 03/12/19

Hi Carol,

How did it go? Did you get something set up?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Managing multiple clients, tasks

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