Klient Blog

In this video, Dominic addresses managing fixed fee projects with installments in Klient: N Creating projects from opportunities N Inheriting opportunity info N Editing and cloning lines N Using dynamic list views N Generating...

In this video, Dominic takes us through a comprehensive guide on managing a fixed fee project with installments using Klient. He demonstrates the process from project creation to task management, monitoring, and reporting. NCreating a new...

n this video, Klient Product Manager addresses how he uses Klient as a product manager and manage their day-to-day:N Creating epics or projects using templatesN Adding stories and acceptance criteriaN Assigning resources and tagging stories...

Maximizing project margins through efficient implementation is crucial. Melodie shares key practices for effective project management using Klient. N Collaboration Between Sales and Services N Resource Allocation and Skill Matching N Defining...

Preventing revenue leakage is essential for business success. Dominic shares key practices for using dashboards to optimize invoicing and revenue management. N Challenges in Revenue Management N Causes of Revenue Leakage N Best Practices for...

Managing Agile projects effectively is crucial for success. Dominic shares key practices for managing epics and sprints using Klient's workspace. N Main Challenges N Workspace Flexibility N Set Project Structure N Maintaining Epic...

Effectively onboarding employees is crucial for business success. Dominic shares key practices for structured onboarding using Klient's project templates. N Challenges in Onboarding N Importance of a Project Template N Using a Project Plan N...

Enhance project closure with surveys to drive continuous improvement. Dominic shares key practices for effective project closure using Klient. N Challenges in Project Closure N Importance of Project Closure N Best Practices for Project...

Improving customer relationships through effective collaboration is crucial for a project success. In this video, we explore how Klient facilitates this. N Challenges in Customer RelationshipsN How Klient PSA Solves These IssuesN Leveraging...

Preventing budget disasters is crucial for project success. In this video, Yanick shares how to use Klient for effective budget control. N Importance of Budget Control N Identifying At-Risk Projects N Investigating the Problem N Course...

In this video, Dominic discusses ensuring project accuracy with timesheet approvals: N Challenges without timesheet approval N Best practices for approval N Automated approval process N Using mass approval UI N Leveraging dashboards and...

This video explains how to highlight key related records on Klient page layouts using dynamic lists. Key topics covered include: N Importance of highlighting related records N Using dynamic lists for open milestones N Setting up lists for...