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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. Trello was the brainchild of New York software company Glitch in 2011 before launching as its own company in 2014. Monday.com docs and forms. They can even aid in forecasting future growth.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? c) 2014 Tracey Lawton.

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How to Make Monday Work for You

Productivityist

Email Mindfully. It''s highly likely that your email inbox will be on the verge of overflow. That means that others will be combing through their inboxes, replying to emails relentlessly and sending them nearly as much. That means only send emails that are necessary. That alone will make your Monday morning better.

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ClickUp vs. Trello: Which is the best project management software?

BMT Office Administration

That’s not to mention how difficult communication can be if you use email. Before you know it, you’ll have 15 email threads to keep up with, as well as loads of time-tracking spreadsheets for each team member. Trello became an official company in 2014 and was bought by Australian software leaders Atlassian (creators of Jira) in 2017.