article thumbnail

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

BMT Office Administration

Trello was the brainchild of New York software company Glitch in 2011 before launching as its own company in 2014. Tel-Aviv-based company Monday.com launched in 2014 as a workplace operating system, or WorkOS for short. Monday.com also features no-code automation, a document editor, and the ability to attach any file type to a project.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

Filing 100
article thumbnail

The Next Move

Productivityist

I''ve documented how I''m not a huge fan of starting the new year in January , so I took last month and prepared for the months to come. We''ve just entered The Year of The Horse, and 2014 is specifically The Year of The Wood Horse. I took last month to plan things out.

2014 40
article thumbnail

SUCCESS’ 2024 Women of Influence

Success

Russell started Girls Leading Girls in 2014, and four years later, she started her own executive coaching agency for women founders called FemThrive. Thomas offers vetted, executable solutions that are formed from real-life experiences. While serving in the U.S.

2024 264
article thumbnail

How to Make Monday Work for You

Productivityist

Chunking out your week into daily themes – which is a form of time chunking – can also keep you from exhausting all of your energy on a Monday. One of the best things you can do when you start your Monday is to unload all of the stuff that''s been in your head during the weekend onto paper or into some digital document. Information'

Email 40
article thumbnail

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

BMT Office Administration

Trello became an official company in 2014 and was bought by Australian software leaders Atlassian (creators of Jira) in 2017. This forms a hierarchy that contains all its project management solutions and tools that are easy to understand. What is Trello? The primary building blocks of ClickUp are workspaces, spaces, and lists.