project management
Clients > Project Management.
Sometimes an outcome of a client meeting is to have a rather complex project for us to complete, with many action items for our Team and other Professionals to complete on a timeline that could last months or Quarters. We don't want to have to bring in more Tech Vendors... we love RedTail and especially the ability for the whole team to view progress. Can you add a Project Management function in RedTail, kind of similar to Zoho/Basecamp/Slack's system?
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Agreed, would be helpful to have a project management tab. Workflows is not properly set up to track long involved projects, keep all the notes, spin out tasks and meetings. Would want to see all projects at high level, where they stand to completion, report the completed vs remaining for any given individual or set of projects. Most importantly, would want to track thee outside of the view/tab where we are tracking the day to day workflows for clients on much shorter time frames