Punchlist’s Post

Custom Dashboard Redmineflux Plugins-Tailor dashboards to your project needs with Custom Dashboard plugins. Gain full control over your workspace. Visit: https://lnkd.in/dU9PmYaQ #ProjectManagementTool #Redmineflux #AgileProjectManagement #RedminePlugins #ProjectManagementSoftware

Free Gift Alert! As we gear up for the big launch of our Virtual PM Digital Resource Library on 12.15.23, we're excited to offer you a sneak peek with our FREE Checklist! Ideal for anyone looking to enhance productivity and streamline their workflow, this tool is the perfect first step towards more efficient and effective business processes. Grab your free checklist https://bit.ly/mtgprep now and elevate your work game! #FreeChecklist #BoostProductivity #EfficiencyTools #BusinessOptimization #WorkSmarter #ResourceLibraryLaunch #InnovateYourWorkflow  #ProjectManagement #ResourceLibraryLaunch #StayOrganized #PMTools #CountdownToLaunch

Want to know when I realized I like organization? Somewhere around 5 years old when I developed a strategic approach to...eating M&Ms. It went like this: 1 - Group by color. 🟡 🟢 🟠 🔴 🟤 🔵 2 - Count candies in each group. 3 - Eat the "excess" candies first. 4 - When the groups are even, proceed eating in ROYGBIV order. Am I a little neurotic? Yes. But the point is, I’ve used organization and systems to make sense of the world for a long time. One of my favorite things about working at Echo is that I’m not alone; everyone on the team is interested in efficiency and streamlining for the sake of more bandwidth and greater ease in and outside of the workplace. Case in point: This ⬇️ video that Echo Consulting, LLC just released for Black Friday/Cyber Monday. It shows how Kelly Pratt uses Smartsheet – one of the main software programs we use with project management clients – to tackle her holiday shopping. I loved watching this video, and I totally get it. I use #Asana to help me track my plant watering schedule (hello, repeating tasks), #Evernote to take notes on my fitness goals, and two years ago I used #Airtable to plan my wedding. The best systems aren’t just about managing tasks at work. They help lighten the mental load needed for doing our jobs, manage everyday to-dos, and in my case, eating candy. Cyber weekend might be over, but if you think you could use some organization for the rest of the holiday season, check out Kelly’s video.

🗓️ Project Management in Transact just became a whole lot easier. Now you can create a beautiful Project Timeline for deals to share with clients and your team. Set start and end dates, track to milestones and quickly plan what needs to get done and when. 👏 👀 Some other noteworthy product enhancements this month: 👉 Simplified Menu and Contacts Page - tracking and managing all your contacts is now a breeze. 👉 Make inline edits on your Market Survey in seconds. Makes final data review faster and more intuitive. 👉 Improvements to Insights - ✨ Get a holistic view of all your current and past deals and of your upcoming pipeline / lease expirations #PropTech #CREtech #transactionmanagement #projectmanagement #CRM #taskmanagement https://lnkd.in/ghAB9wdc

Here are 3 unique ways to provide construction project updates to owners... 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗘𝗺𝗮𝗶𝗹 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 Leverage platforms like MailChimp, ConvertKit, or ActiveCampaign to easily turn project updates into engaging newsletters. Use an off the shelf email template to get a good looking jump start. 𝗖𝘂𝘀𝘁𝗼𝗺 𝗪𝗲𝗯 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 Leverage a platform like Retool to create custom dashboards using drag and drop UI components. No coding required, and you can even plug in data from your favorite project management tools. Then all you have to do is share the link with your client, and voilà. 𝗦𝗠𝗦 𝗡𝗼𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 Busy client? It's unorthodox, but with some refinement you may be able to sum up the most important updates in a text message. Use an SMS service like Mobile Text Alerts to automatically schedule project updates using data connected to your project management tools. What are you currently doing today to keep clients engaged and in the loop? Sometimes you don't need to do more, just do different. #constructionmanagement #clientcommunication #construction #monthlyreporting

What are #webhooks (and why should you care about them?) 🪝 Think of webhooks as another building block for your digital infrastructure. They make it possible for one app to provide another app with real-time information about a specific event. This, in turn, allows you to instantly act on that information. Here are some great ways to use webhooks 👇 1️⃣ Automatically populate spreadsheets with incoming data 2️⃣ Send notifications to different people about an event 3️⃣ Create document templates with dynamic data 4️⃣ Add new records to CRMs 5️⃣ Create tasks on project management tools

We have revamped our Guest Portal! Join our workshop to explore how guest users can seamlessly work on tasks assigned to them, collaborate with your PM team, and gain a holistic view of project plans if shared. It's all about fostering collaboration and driving success! 📆 Date: February 6 ⏰ Time: 1:00 PM Discover how guest users can: 🔸 Navigate tasks with ease, ensuring a streamlined workflow. 🔸 View shared project plans directly within the portal. 🔸 Access shared add custom forms and add requests. 🔗 Register Now: https://hubs.li/Q02jP3wc0 #GuestPortal #ProjectManagementTools #WorkflowEfficiency #ProjectPlanning #TeamCollaboration #ProductivityBoost

With Automations in Productive, you can automate the work in your agency - no coding required! Set up a workflow that will send a message to Slack when a task is due, or alert the project manager when the budget is approaching its limit - Automations do the work for you. Learn more: https://lnkd.in/dijfdmyr

Ever wish you had a genie to grant your productivity wishes? Meet FuseBase. We're granting a 20% boost and smoother client interactions. Ready to rub that lamp? Let's make magic with a demo 👉 https://hubs.ly/Q02DJLYt0 #marketingtips #digitalmarketing #clientportals