Hi all
Looking a bit of advice ...
I have an excel workbook that I call my task and client management.
I have about 40 clients at the minute who I provide monthly consultancy services to.
I have the separate sheet tabs along the bottom with the following titles
In my task management I have a number of fields that I want to include, however here's where I'm looking advice. I have a client field where I assign a client to a specific task I have to complete so I know who the task is for ......I know I can filter the client field to show a list of tasks for my specific client but I'm wondering if it would be worthwhile duplicating the task into a client task table in a separate sheet
Basically I want all my tasks in one central place so I can sort based on priorities, status, deadline etc ... But I'd also like to have possibly a client area that has a table with all their tasks and then any notes (but not tasks) for that client
That probably sounds complicated but if anyone understands it and has any advice on the best way to manage this, I'd really appreciate it...
(I've tried a bunch of productivity apps but I like being able to customise my tables as well as design the interface)
Thanks guys
:)
Looking a bit of advice ...
I have an excel workbook that I call my task and client management.
I have about 40 clients at the minute who I provide monthly consultancy services to.
I have the separate sheet tabs along the bottom with the following titles
- Client Details
- Task Managment
- Funding Deadlines
- Projects
In my task management I have a number of fields that I want to include, however here's where I'm looking advice. I have a client field where I assign a client to a specific task I have to complete so I know who the task is for ......I know I can filter the client field to show a list of tasks for my specific client but I'm wondering if it would be worthwhile duplicating the task into a client task table in a separate sheet
Basically I want all my tasks in one central place so I can sort based on priorities, status, deadline etc ... But I'd also like to have possibly a client area that has a table with all their tasks and then any notes (but not tasks) for that client
That probably sounds complicated but if anyone understands it and has any advice on the best way to manage this, I'd really appreciate it...
(I've tried a bunch of productivity apps but I like being able to customise my tables as well as design the interface)
Thanks guys
:)