How to Manage Client's Projects & Tasks with This Free Web Application | Google Sheets Integration
Welcome to our comprehensive tutorial on using a free web application to effectively manage your clients' tasks and projects. This application is based on Google Sheets and offers a range of customizable features that make client management a breeze. Whether you’re a freelancer, small business owner, or project manager, this tool will streamline your workflow, allowing you to focus on what really matters: delivering quality service to your clients.
In this video, we’ll walk you through the entire process, from setting up the application to managing tasks, clients, and meetings. We cover everything you need to know, including:
Setting Up the Application: Learn how to configure the web app to fit your specific needs, including how to customize dropdowns, manage users, and integrate Google Calendar.
Task Management: Discover how to create, filter, and manage tasks efficiently. We’ll show you how to add tasks from the Client Manager page, create tasks based on different criteria, and mark tasks as complete. You'll also learn how to use the "Recreate" feature for recurring tasks.
Client Management: See how to add new clients, search for existing ones, and manage their tasks. We’ll guide you through using bulk edit features, action buttons, and communication tools like WhatsApp and email integration.
Meeting Management: Find out how to schedule and manage meetings directly from the application. We’ll show you how to set up meetings, select attendees, and view meetings in a calendar format.
Reporting: Learn how to generate and download reports based on client tasks, and how to use the reporting tab to keep track of pending tasks by client or task type.
Google Calendar Integration: Get a step-by-step guide on how to integrate your Google Calendar with the web app. We’ll show you how to retrieve your Calendar ID and embed calendar code to fully integrate calendar functionality into your project management process.
This video is perfect for anyone looking to improve their client and project management processes without spending a dime on expensive software. The setup is quick and easy, and once you’re up and running, you’ll find that managing client tasks has never been easier.
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