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How we define success.

Performance Metrics:

Your client's start and end date, plus access to their company page.

Untitled Database

Complete & Delete: Filter the above table "Client Details" to include only your Client. (Filter → Where "Client" contains → {{ClientName}}) If your client isn't available, add it to the ‣.

A filtered list of updates created this past month.

Untitled Database

Complete & Delete: Filter the above table "Weekly Bullet Updates" to include only your Client. (Filter → Where "Client" contains → {{ClientName}})

List of Overdue Tasks, as defined by Status and Due Date.

TEMPLATE • Project Timeline


A filtered list of updates created this past month.

TEMPLATE • Project Timeline

A Calendar view of Tasks that have not been completed. You can slighly adjust Due Dates (i.e. avoiding weekends) by clicking and dragging tiles.

TEMPLATE • Project Timeline


Project Management Deep Dive

Master Task List Review

All Completed Tasks