Since I run multiple (20 or 30) projects at the same time, I struggled for a long time to find a tool that I could use and develop the disciple to use on a daily basis. Finally I settled on a free-ware tool called ToDoList by AbstractSpoon. It can be customized and used in a lot of different ways, but I just create a New Task for each new project, I've setup a series of status codes like Prelim, NDA Signed, Quote, Development and Completed. I also use a priority code from 1 - 10 to group statuses and to help me identify each morning the top priorities for the day. When I start working on a task, I start the timer and I can override the time spent if I forget.
This tool has revolutionized the way I do things and it is incredibility helpful in letting me keep notes as I work on a project such as key contacts, or even dated notes like verbal quotes etc that might exist for a project. You can even create nested sub-tasks, expected completion dates, due dates, categories, tags, sources, and even links to external files. I've customized labels and lists and other things that make it work better for me. I cannot recommend it more highly. It works like I do and helps me get rid of all the post-it notes and notepads scattered all over my desk. I can even set the Expected cost of the project and then filter to get a total dollars in my development pipeline. Who would have thought a simple free-ware program would have saved me so many times and motivate me at the same time. Check it out: http://abstractspoon.weebly.com/ Paul H. Tarver Tarver Program Consultants, Inc. Email: [email protected] -----Original Message----- From: ProfoxTech [mailto:[email protected]] On Behalf Of [email protected] Sent: Tuesday, July 11, 2017 2:54 PM To: [email protected] Subject: [NF] What do you use to manage your clients & notes/work for each? I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc. tia, --Mike [excessive quoting removed by server] _______________________________________________ Post Messages to: [email protected] Subscription Maintenance: http://mail.leafe.com/mailman/listinfo/profox OT-free version of this list: http://mail.leafe.com/mailman/listinfo/profoxtech Searchable Archive: http://leafe.com/archives/search/profox This message: http://leafe.com/archives/byMID/profox/[email protected] ** All postings, unless explicitly stated otherwise, are the opinions of the author, and do not constitute legal or medical advice. This statement is added to the messages for those lawyers who are too stupid to see the obvious.
