How To Build A Project Management System In Your Agency

Live breakdown on how you can build a project management system in your agency

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In this video, I share my expertise in marketing and leading a fractional COO service, highlighting successful results achieved.

I walk through the process of creating a task management system, emphasizing the importance of naming conventions and field population. Viewers are guided on setting up task categories, team information, and client details to streamline workflow.

Chapters:
00:00 Introduction
02:13 Naming Conventions
04:46 Field Population
06:51 Column Management
08:31 Client Mapping