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Project Intake

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

Description

* 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

Complexity

Medium

Instructions

Setup information

More Support

Process Map

Template preview

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Instructions