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.

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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