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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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Should you create an online community for your non-profit? How do you do it effectively?

The story of the online community with no participating community members… and how to avoid it. Over the years I have been asked to consult on the technical design of many online databases, directories and discussion forums. These tools are well marketed and can be very appealing as a place to build virtual community and

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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.

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Getting emails there fast

How to set up a mailchimp newsletter for your website

Why you should stop sending bulk emails and newsletters from your regular email program I sometimes run into non-profit groups and small businesses which are still tracking their email newsletters manually. They are sending out email bulk messages, sometimes with an attached pdf newsletter, with multiple people in the BCC field. When people let them

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Open for business

Need a new or better online store or booking system? How does 75% off sound?

I realize that my favourite web projects are the ones that transform the working life of my clients, add value and make things easier and more productive. One of the very  first projects I ever took on as a freelancer was for a large umbrella non-profit with small staff. They had a large number of

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How to select a good base theme for your WordPress website

I like WordPress. I use it every day. I build and customize design templates, which are the things that style how information is displayed on your site. Templates (or Themes in WordPress speak) give you headers, footers, sidebars, specify the colours and fonts throughout the site and where logos and backgrounds go.  They don’t include

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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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How to work from home (If you really need to work on your work computer rather than a laptop)

Working from home is a good way to help slow down the covid 19 pandemic. The thing is, what do you do when your laptop is not very powerful, or doesn’t have the network or software resources you use at work? What if a document you need now is on your work computer? If the

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