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Managing a Book of Business in Coda
Managing a Book of Business with Coda
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Tasks
Don't miss a follow-up. Use a Tasks table to keep track of all outstanding to dos.
Tasks with Due Dates
Tasks with Due Dates
Task
Client
Due Date
Status
Notes
Task
Client
Due Date
Status
Notes
Build a proof of concept for Acme Corp Refund team
Acme Corp
6/22/2021
In Progress
Build Doc
Get sign-off from Katy
Optimization suggestions for Bat Signal intake form
Wayne Enterprises
6/24/2021
Not Started
Schedule demo for new Executive Stakeholder
Acme Corp
6/24/2021
Waiting On
Waiting On:
Email sent, waiting for reply. Follow up on 6/24
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Tasks without Due Dates
Tasks without Due Dates
Client
Task
Status
Notes
Client
Task
Status
Notes
Stark Industries
1
Follow up with training recording
Waiting On
Waiting On:
Recording to process
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