Organize your Projects and pending Tasks

If you still aren't sure when a project is better and when a standalone task is, see Projects and Tasks: when to use each.

Set up a new client's onboarding

Situation: a client comes in and the same steps always repeat, but each time you rebuild them by hand and something ends up being forgotten.

What to do:

• Create a project for that client with New project, with its owner and end date. See Manage your projects: views, fields and tasks.
• Apply an onboarding Task Pack: all the process's tasks load with the dates calculated from the start day. See Task Packs: standardize repetitive processes.

Result: the full onboarding is set up in minutes, with nothing to forget and each task with its date and assignee.

Organize the team's monthly operation

Situation: recurring work (reports, closings, reviews) depends on someone remembering, and the work of all clients gets mixed together.

What to do:

• Have a project per client, so each one's work lives in its place.
• Turn what repeats into recurring tasks (with Repeat), so they regenerate on their own every week or month. See Recurring tasks and the global panel.
• Start the day from the global tasks panel to see everything that's yours in one place, no matter which client it belongs to.

Result: the repetitive stuff stops depending on memory and everyone sees their full day at a glance.

Standardize a service you repeat

Situation: you offer the same service to several clients (a redesign, ad management) and each team runs it a little differently.

What to do:

• Create a project type for that service, with its own statuses, phases and fields. See Project types: statuses, phases and custom fields.
• Build the Task Pack with the execution steps. Together they're the template of your methodology.

Result: every time you sell that service, you set it up the same way and with consistent quality, without depending on who builds it.