Since I run multiple (20 or 30) projects at the same time, I struggled for a long time to find a tool that I could use and develop the disciple to use on a daily basis. Finally I settled on a free-ware tool called ToDoList by AbstractSpoon. It can be customized and used in a lot of different ways, but I just create a New Task for each new project, I've setup a series of status codes like Prelim, NDA Signed, Quote, Development and Completed. I also use a priority code from 1 - 10 to group statuses and to help me identify each morning the top priorities for the day. When I start working on a task, I start the timer and I can override the time spent if I forget.
This tool has revolutionized the way I do things and it is incredibility helpful in letting me keep notes as I work on a project such as key contacts, or even dated notes like verbal quotes etc that might exist for a project. You can even create nested sub-tasks, expected completion dates, due dates, categories, tags, sources, and even links to external files. I've customized labels and lists and other things that make it work better for me. I cannot recommend it more highly. It works like I do and helps me get rid of all the post-it notes and notepads scattered all over my desk. I can even set the Expected cost of the project and then filter to get a total dollars in my development pipeline.
Who would have thought a simple free-ware program would have saved me so many times and motivate me at the same time.
Check it out: http://abstractspoon.weebly.com/
Paul H. Tarver Tarver Program Consultants, Inc. Email: paul@tpcqpc.com
-----Original Message----- From: ProfoxTech [mailto:profoxtech-bounces@leafe.com] On Behalf Of mbsoftwaresolutions@mbsoftwaresolutions.com Sent: Tuesday, July 11, 2017 2:54 PM To: profoxtech@leafe.com Subject: [NF] What do you use to manage your clients & notes/work for each?
I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc.
tia, --Mike
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