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#Project #Common #Beginner

Management of Implementation

Enjoy your stay at the Implementation Template! Here, you can keep track of your services for current clients and find pertinent information to easily onboard new ones!


You can ask your contacts to submit new projects or engagements by publishing the form that is linked to that list. The manager can then utilize that list to go over any new correspondence, make sure all the pertinent information is prepared, and send it off to the right place.


You now have a location where each internal team member may organize their work, service by service. To group all work items by person, you can even build a folder-level view!

Template Configuration
6

Task status

New

REQUESTED

REQUESTED2

REQUESTED3

Finished

Closed

3

Task type

Feature
Bug
Task
3

Custom field

EXPECTED REVENUE

SUPPORT Level

rate

Template Details
Creator
Other Info

Built in 2022-12-12 15:58:46

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