Summary
Finalize a software setup that combines the tracking of callrail with the reliability of ringcentral and if possible has AI capabilities already built in, a setup that can be used for the next 5 years.
Client
Assigned To
Status
Forgone
Start & Finish Date
Needs Review
Project Resources
Project Outline
Project Planning Task-list
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?
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:
Goals & Deliverables
#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
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final