In this Tech Tip Tuesday, I’m walking you through five ways you can leverage Task Management in Mydoma to really make sure your process is airtight and stays on track.
Here’s a recap of those 5 things.
You can easily filter your tasks by project or by tag, so you can see exactly what you need to do on any given day or project.
Clients and/or team members can be assigned to a task or added as a watcher so that they can be kept in the loop while not having to be responsible for that specific task.
You can use checklists to keep track of your progress on a particular task, so you can break down tasks in a granular way and keep track of where that task is at.
Keep track of the time you spend on your task using the timer or manually adding time entries. This way, when you look back at the project you can get a better sense of how long it takes to complete certain things – and see if you can improve things, or make sure your pricing reflects that level of effort.
Upload files directly to a project’s task and easily copy them to a folder in the project’s Files & Media to keep everything organized and up-to-date!
Got something you’d like to see us cover in a future Tech Tip Tuesday? Then be sure to head over to our Facebook Group, Mydoma Studio Designers, and let us know!
Dixie Willard is an NCIDQ-certified residential interior designer whose 16 years of experience include commercial interior design at an architecture firm, space planning and styling at a high-end furniture store, e-design, and running her own firm. Because many of her projects involved clients who lived out of state until their home was finished, she’s had extensive experience working with clients remotely through Mydoma and video conferencing.
A Mydoma user since pretty much day one, Dixie also now works at Mydoma as our Product Manager, helping guide the team to create even more amazing features and improvements.
