Billable hour calculations for customers, real-time project overviews that are comprehensive, and effective stakeholder collaboration across teams.

What advantages does utilizing task template offer?

Build customized high-level project overviews with all the information team members require to meet deadlines and surpass client expectations.

• Pay clients.

  Create quotes with ease using a configurable platform that shows contacts the hours worked, timeframe, and budget in real-time.

• Effectively work with stakeholders

  To ensure that everyone is on the same page at all times, assign team members to initiatives and centrally oversee project planning.

The Customer Projects Template Default

Task Status:	☹[Active Projects]👌[Finished Projects]❎[Finished]
Task Type:	[Done] [Closure] [Working on it] [Stuck]
Custom Field:	Owner(text), Client(text), Timeline - Start(date), Timeline - End(date), Analysis(text), Est. Hours(text), Current Billable Hours(text), Hourly Rate(text), Client Cost(text), Notes(text), Date Added(text)
Task View:	List, Board. File, Wiki

Reminder For remote work plan example:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

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RELATED RESOURCES

1. “Customer Success - Wikipedia.” Customer Success - Wikipedia, 1 Feb. 2020, en.wikipedia.org/wiki/Customer_success.