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How we define success.
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Your client's start and end date, plus access to their company page.
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.
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.
A filtered list of updates created this past month.
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.