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Plan Your Summer, Review Time Off Requests
In this video, Dominic explains how to visualize and manage time off requests using Klient, and covers topics such as: NCreating time off requests NApproval process NResource planner view NTimesheet sync NCalendar viewUnderstanding how to...
Focus on the Right Task
In this video, Dominic explains how project resources can know what to work on next using Klient tools. Key topics include: NUsing Homepage & Dashboard NGlobal Kanban NWorkspace NMy TimesheetUnderstanding how to focus on the right task is...
Managing My Work As A Developer
In this video, we explore how to manage work efficiently as a developer using Klient and cover topics such as: NTask prioritization NTeam communication NLogging work hours NUsing Kanban view NProgress trackingUnderstanding how to manage work...
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Tailor Resource Planning with Scheduling Modes
This video explores different scheduling modes in Klient and how they impact resource planning and task assignments. N Normal mode N Fixed duration mode N Fixed effort mode N Percentage actual workday N Manual modeWatching this video is...
Estimate with Project Templates
Generating better estimates and proposals using project templates: NChallenges of manual proposals NBenefits of standardized templates NBest practices for estimates NCreating proposals with Klient NBenefits of early project...
Harness Your Business Knowledge With Project Templates
Harnessing business knowledge using project templates: NChallenges of manual project creation NBenefits of standardized templates NManaging templates in Klient NDefining scope and scheduling resources NCreating projects using...
Transform the Employee Experience
Transforming employee experience with Klient: NImportance of employee satisfaction NStructured onboarding processes NPromoting transparency and communication NAccess to real-time data and analytics NLeveraging Klient for...
Optimize your project, when to use Task, Checklist and Milestone
This video addresses managing project tasks effectively: NWhen to use tasks, milestones or checklist NCreating tasks in Kanban and Workspace N Scheduling resources and using checklists N Importance of milestonesManaging project tasks and...
Assign Project Resources to a Won Project
In this video, Dominic addresses how to assign resources to a won project in Klient: N Using placeholders for assignmentsN Tracking skills and certificationsN Utilizing assignment statusesN Choosing & comparing resourcesN Assigning tasks...
Life of a Project: Fixed Fee with Milestones
In this video, Dominic addresses managing fixed fee projects with milestones: N Creating projects from accountsN Using project templatesN Adjusting milestone datesN Tracking unvoiced itemsN Generating invoicesManaging fixed fee projects with...
Life of a Project: Fixed Fee with Installments with Sales Cloud
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...
Life of a Project: Fixed Fee With Installments
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...
Agile Sprint Planning & Release Management
In 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...
Maximize Your Margins With Efficient Implementation
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...
Prevent Revenue Leakage With Dashboards
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...
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