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Data that changes the least


Clients
Clients
Company A
Company B
Internal
There are no rows in this table
Team Members
Name
Abby Adam
Bertha Beaver
Charlie Cho
Debby Duster
There are no rows in this table
Status
Status
Not yet started
In-Progress
Needs Approval
Done
There are no rows in this table

Data that changes the most


Projects
Project Name
Client
Project Due Date
Project Owner
Related Tasks
Attachment
Choose Content Planner Platform
4/20/2022
Investigate Content Creation Platforms
Prepare Summary of different tools
Submit summary to Manager for approval
Purchase the chosen tool
Onboard all users
Conduct Year-End Review Meetings
5/1/2022
Create one doc per employee
Schedule a meeting between manager and each employee
Ask both parties for feedback post interview
Compile feedback in report
Share with all parties
Create Proposal for next annual conference
4/16/2022
Research suitable venues
Invite three caterers to submit proposals
Compile proposal to submit to Client
Obtain management's approval on proprosal
Obtain Client's sign-off
There are no rows in this table
Tasks
Task Name
Task Owner
Task Due Date
Status
Task Notes
Project Name
Attachment
Investigate Content Creation Platforms
4/1/2022
On 3/20, Bertha met with Abby to dicuss the next steps. On 3/21, Abby called Edgar to inquire if a decision had been reached on their end yet. Edgar promised to get back to Abby until 3/31, currently still awaiting his response.
Prepare Summary of different tools
4/5/2022
Charlie shared a blog post that compares different tools, can be found here https://www.socialpilot.co/social-media-scheduling-tools
Submit summary to Manager for approval
4/10/2022
Here's a link to the google slides presentation we prepared https://docs.google.com/presentation/d/1l-NSn4Tm7T3zOi3JYjJIK4TBk1h5cHHj_Yzi6TofJ_Y/edit?usp=sharing
Purchase the chosen tool
4/15/2022
On 3/22, Accounting instructed us to use the corporate credit card to purchase the tool. On 3/24, we were told to notify them via slack on the day of the purchase, so that they could counter-act any fraud alert
Onboard all users
4/20/2022
On 3/29, I received a scheduling link to book future meetings. Be sure to keep this handy, so that I won't have to bother her again for her availability. https://calendly.com/nina-supsync/60min-1?month=2022-03
Create one doc per employee
4/15/2022
3/12, decided to re-connect next week. 3/11, set up call to discuss. Edgar promised to get back to Abby until 3/31, currently still awaiting his response.
Schedule a meeting between manager and each employee
4/20/2022
Be sure to keep this scheduling link , so that I won't have to bother her again for her availability. https://calendly.com/nina-supsync/60min-1?month=2022-03
Ask both parties for feedback post interview
4/25/2022
Ask them to share insights via slack.
Compile feedback in report
4/29/2022
Be sure to share an overview of all created feedback with all parties.
Share with all parties
5/1/2022
Set the link to be accessible to all and include in email.
Research suitable venues
4/2/2022
On 3/20, Bertha met with Abby to dicuss the next steps. On 3/21, Abby called Edgar to inquire if a decision had been reached on their end yet. Edgar promised to get back to Abby until 3/31, currently still awaiting his response.
Invite three caterers to submit proposals
4/3/2022
Charlie shared a blog post that compares different tools, can be found here https://www.socialpilot.co/social-media-scheduling-tools
Compile proposal to submit to Client
4/10/2022
Here's a link to the google slides presentation we prepared https://docs.google.com/presentation/d/1l-NSn4Tm7T3zOi3JYjJIK4TBk1h5cHHj_Yzi6TofJ_Y/edit?usp=sharing
Obtain management's approval on proprosal
4/11/2022
On 3/22, Accounting instructed us to use the corporate credit card to purchase the tool. On 3/24, we were told to notify them via slack on the day of the purchase, so that they could counter-act any fraud alert
Obtain Client's sign-off
4/16/2022
On 3/29, I received a scheduling link to book future meetings. Be sure to keep this handy, so that I won't have to bother her again for her availability. https://calendly.com/nina-supsync/60min-1?month=2022-03
There are no rows in this table
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