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Tools I Use – Task and Project Management

After some evaluation I settled on Teamwork Projects. I have been using it since fall of 2022. Here are the features I use most:

It integrates with my billing software, Harvest.
It allows me to forward emails from clients to an email address for that clients specific project or task list.
It allows me to share portions of my live project plan with clients, complete with bottlenecks, task status and anticipated delivery dates in either list or gannt chart format. Clients could add and edit tasks with permission but I typically funnel them through my own email.
It has Gantt charts – I love Gantt charts. Gantt charts allow you to visualize whether a project is on track to meet deadlines, by chaining up tasks that are dependent on one another.
It allows me to make tasks contingent on one another, so I can screen out the tasks that I can’t do yet, because I haven’t done their antecedents yet. This reduces the amount of brainspace I need to decide what to do in a day, allowing me to devote it to more important things.

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Receiving only some of your email? The most common reasons and their solutions

Have you run into problems receiving some of your email lately? Are some clients telling you they sent emails you didn’t receive, but others get through just fine? Was it all working great until recently, when it stopped? Here are the most common solution to this more and more frequent problem.

Receiving only some of your email? The most common reasons and their solutions Read More »

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Custom training – when there isn’t a manual for this

A story about that software only one person knows how to use… and they are leaving.

My *client has a custom database system that is was either implemented last year or is several years old. Francine, their chief admin, is the only one who really knows how to use it, and produces some mission critical reports. Francine is nearing retirement, or has accepted a job offer somewhere else, or is pregnant.

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