Visual Planning board by Account Executive
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    Visual Planning board by Account Executive

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    Article summary

    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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