Klient Tips #5
FOR PROJECT MANAGERS
Create Checklists to Manage Fewer Tasks
Does your dashboard look like a messy set of tasks?
Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task.
For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
- Create a single task and add checklists
- Keep tasks high-level to simplify your workflow
- Make the checklists granular
After cleaning up your dashboard, it’s time to breathe a sigh of relief!
After cleaning up your dashboard, it’s time to breathe a sigh of relief!
Share our tips if you like them!
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