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Project Details
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Active To-Dos
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My Work
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Deliverables
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Files
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Timesheet
Proposed
1
Initiating
0
Planning
1
Executing
2
Testing
2
Post-Live Validation
0
Completed
2
Blocked
0
On Hold
0
Archive
0
Proposed
1
Initiating
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Planning
1
Executing
2
Testing
2
Post-Live Validation
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Completed
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Implement CRM
------------
Project Lead
: June Cleaver
Stage
: Planning
Start Date
: 2/5
End Date
: 4/19 (Rescheduled)
Category 5
New website
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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
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Project Lead
: Taylor Smith
Stage
: Testing
Start Date
: 12/1
End Date
: 3/15 (Rescheduled)
Category 5
Set up PMO
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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
Active To-Dos
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My Work
Assigned To
Priority
Deadline
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Associated Project
Task
Priority
Deadline
Status
Assigned To
Complete
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
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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?
CRM 1
CRM 2
CRM 3
Posted By
Kayla Jett Taras
Posted On
2/26/2024, 6:09 PM
Related Documents
New Folder
New File
Uncategorized Files
Implement CRM
1
📃 File
Time Tracking
Date range:
Everything
Total time spent:
7 hrs 17 secs
New Time Entry
Time Logged By Project
Time Logged By Project
7
All Time Logged
All Time Logged
7
Project
Person
Work Item
Time Spent
Project
Person
Work Item
Time Spent
Beach cleanup initiative
2
Kayla Jett Taras
2
3 hrs
Implement CRM
1
Kayla Jett Taras
1
Identify a CRM platform
2 hrs
2 hrs
Implement CRM
2
Kayla Jett Taras
2
Deliverable 1
0 hrs
Deliverable 1
2 hrs
2 hrs
7 hrs
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