What I need some times is either a calendar or a to-do list inside ClientExec. I want to keep notes of tasks that need to be done and see reminders on specific dates for some tasks that I need to do. It would be great if Clientexec had such functionality embedded. Thanks
Calendar or to-do list
- Thread starter DrMichael
- Start date
millionclarke.com
New Member
Hey DrMichael,
This is a pretty good Idea. I can see some value this would bring to my operations. How are you currently managing your workload and day to day CE related task?
Currently for me we use the EMAIL as a big part of task tracking.
This is a pretty good Idea. I can see some value this would bring to my operations. How are you currently managing your workload and day to day CE related task?
Currently for me we use the EMAIL as a big part of task tracking.
millionclarke.com
New Member
I have been able to link my Trello project management with the CE Support piping Via emails. this has been tremendously helpful.
AKA New Support Tickets > Copied to Trello task tracking > My team and myself is notified
AKA New Support Tickets > Copied to Trello task tracking > My team and myself is notified