HL InvoiceSherpa Airtable Functionality

Summary
Client
Assigned To
Eli Weldon
Status
When Time
Start & Finish Date
Needs Review
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Project Resources

No Resources Currently

Project Outline

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Project Planning Tasklist
Go through
For each Goal outlined turn it individual item in
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Problems, Goals, & Summary

What are the problems we hope to solve with this project?

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

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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 TasksTasks , add task details

Deliverables

Tasklist - Research / Outline / Client Question

Tasklist - Final