Summary
Client
Assigned To
Status
Completed
Start & Finish Date
August 14, 2023 → August 21, 2023
Needs Review
Project Resources
No Resources Currently
Project Outline
Project Planning Tasklist
Go through
For each Goal outlined turn it individual item in
Problems, Goals, & Summary
What are the problems we hope to solve with this project?
- Create an Airtable table that tracks Tamara's commissions.
- Need to work with her to figure out how she markes it
- Wants to be able to filter by contact, amount billed, needs to know revenue vs commission amount. Commission is from retained and consults scheduled. Wants to be abel to play with commision amount
- Create a set of variable fields so I can adjust the commission per scheduled consultation and retained consultations.
What are the Goals to create in order to solve the problems?
Based on the problems and goals summarize what the project hopes to accomplish: (once outlined add it to the Summary property in notion)
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Goals & Deliverables
Goal #1
Goal Title
Goal Planning Tasklist
Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into
Tasks , add task details
Deliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final