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Proposed
6
Initiating
0
Planning
1
Executing
2
Testing
2
Post-Live Validation
0
Completed
2
Blocked
0
On Hold
0
Archive
0
Implement CRM------------
Project Lead: June Cleaver
Stage: Planning
Start Date: 2/5
End Date: 4/19 (Rescheduled)
Category 5
New website--------------
Project Lead: June Cleaver
Stage: Executing
Start Date: 9/21
End Date: 3/20 (Rescheduled)
Category 4
Migrate to new finance system
Project Lead: June Cleaver
Stage: Executing
Start Date: 6/1
End Date: 3/11 (Rescheduled)
Category 7
March communication plan-
Project Lead: Taylor Smith
Stage: Testing
Start Date: 12/1
End Date: 3/15 (Rescheduled)
Category 5
Set up PMO---------------
Project Lead: June Cleaver
Stage: Testing
Start Date: 11/9
End Date: 3/8 (Rescheduled)
Category 6
Digital transformation initiative
Project Lead: June Cleaver
Stage: Completed
Start Date: 7/1
End Date: 1/23 (Rescheduled)
Category 4
Park cleanup initiative--
Project Lead: June Cleaver
Stage: Completed
Start Date: 10/19
End Date: 1/8 (Rescheduled)
Category 2
Upcoming To-Dos: Next 7 Days
Assigned To
Priority
Deadline
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Associated Project
Task
Priority
Deadline
Status
Assigned To
Complete
1
Task 1
Medium
2/16
Not started
Complete
Implement CRM
5
Purchase the CRM platform
Medium
2/29
In progress
Will Myer
Complete
Set up the CRM platform
Medium
3/7
Not started
Kenda Scott
Complete
Create training plan for CRM
Medium
3/14
Not started
June Cleaver
Complete
Host CRM training sessions
Medium
3/28
Not started
June Cleaver
Complete
Create training documents
Medium
3/28
Not started
Kenda Scott
Complete
Message Board
Posted On
Posted By
Project
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CRM Options
Hey everyone - what do you think about these CRM options?
CRM 1
CRM 2
CRM 3
Title
CRM Options
Project
Implement CRM
Message
Hey everyone - what do you think about these CRM options?
Posted By
Posted On
2/26/2024, 6:09 PM
Related Documents
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Uncategorized Files
Implement CRM
1
📃 File
Time Tracking
Date range:Everything
Everything
Total time spent: 7 hrs 17 secs
7 hrs 17 secs
New Time Entry
Time Logged By Project
All Time Logged
Project
Person
Work Item
Time Spent
Beach cleanup initiative
2
2
3 hrs
Implement CRM
1
1
Identify a CRM platform
2 hrs
2 hrs
Implement CRM
2
2
Deliverable 1
0 hrs
Deliverable 1
2 hrs
2 hrs
7 hrs
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