Client Progress Board
Visualize and manage client progress using agile methodologies. Drag tasks between columns to update their status. Note: Data is currently in-memory.
Backlog
2
Onboard New Client: Project Phoenix
Initial setup and strategy session.
Subtasks1/2
Due: May 20
Est: 8 hrs
Blocks: Follow-up Call with Seraphina
Develop AI Workshop Materials
Create content for upcoming AI workshop.
Est: 12 hrs
To Do
1
Follow-up Call with Seraphina
Discuss AI coaching package options.
Due: May 17
Est: 1 hrs
Depends on: Onboard New Client: Project Phoenix
In Progress
1
AI Strategy Session - Marcus
Session 2 of 5.
Subtasks2/3
Due: May 16
Est: 2 hrs
Actual: 1 hrs
Done
1
Send Welcome Pack to Eleanor
Sent on July 20th.
Due: May 10
Est: 0.5 hrs
Actual: 0.5 hrs
Billed