Visual Planning board by Account Executive

Article summary

Did you find this summary helpful?

Thank you for your feedback

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

Was this article helpful?

Table of contents