Project Intake Template Set

Track consulting projects, view project status, get notified when new projects are submitted and get an overall view of all of your current consulting projects.

Use Template Set Setup Dashboard

Capabilities

  • Collect required project details using forms so you can take action faster
  • Monitor consulting hours and status in a dedicated dashboard
  • Plan, schedule, and assign tasks organized by phase for each project with its own dedicated project sheet
Template Set Flow Chart - Project Intake

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