Visual Planning board by Account Executive
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Visual Planning board by Account Executive
- 1 Minute to read
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- DarkLight
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Visual Planning board by Account Executive
- This tab can be used by for any Monday morning WIP or by the Account Executive
- Using the display filter this tab is grouped by Account Executive, Client, and Job.
- Active tasks are shown to give the user the sense of what is going to happen this week
- You can add in Pending or potential task which will help determine if freelancers are required
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