Explains Key Steps to Understand Client Management Metrics for Better Task Allocation in Remindoo
1. Overview of Information Available 0:00
- The Clients tab displays key metrics at the top:
- Total fee
- Total hours
- Spent hours
- Available hours
- These metrics help in task allocation and automation.
2. Navigating Client Folders 0:11
- On the right-hand side, there are folders for organizing clients:
- Active clients
- Frozen clients
- Archived clients
- Dormant clients
- Drafts
- Use these folders to quickly locate specific companies.
3. Locating Inactive Clients 0:25
- To find inactive clients:
- Click on the appropriate folder (e.g., Frozen, Archived, Dormant) to view those clients.
4. Accessing Drafts 0:38
- To view drafts:
- Click on the Drafts folder to access any draft clients.
5. Summary of Usage 0:58
- Utilize the Clients tab to:
- Monitor available vs. spent hours
- Efficiently manage client tasks and organization.
