Project Tracker with Clients Info

Project tracker with clients' info

The "Project tracker with clients' info" template is a comprehensive project management solution that is designed to assist businesses of all sizes in organizing and tracking their projects.

Who is it for?

This template is ideal for startups, small businesses, product and project managers, freelancers, and consulting firms who struggle to manage multiple projects with various deadlines and stakeholders.

This template provides users with an easy-to-use interface that allows them to keep track of all project-related activities, including tasks, subtasks, deadlines, and project budgets.

Additionally, this template allows users to manage client information and other project-related data in one centralized location, making it easy to access and share with stakeholders.

Here are some of the features and benefits of using the "Project tracker with clients' info" template:

1. Task Management: This template provides users with a comprehensive task management solution that enables them to organize and track their project-related activities. Users can create, assign, and prioritize tasks, set deadlines, and receive notifications when tasks are due.

2. Real-time Collaboration: The template facilitates real-time collaboration between team members, allowing them to share updates, comments, and files related to project activities. This feature ensures that all team members are on the same page and can work together seamlessly.

3. Client Information Management: With this template, users can store and manage client information in one centralized location. This feature makes it easy to access and share client-related data with stakeholders, ensuring that everyone is up-to-date with the latest information.

4. Project Budget Tracking: The template enables users to set and track project budgets, ensuring that they stay within budget constraints. This feature is particularly useful for businesses that need to closely monitor their expenses.

In summary, the "Project tracker with clients' info" template is a versatile project management solution that is ideal for businesses of all sizes.

With its comprehensive task management features, real-time collaboration capabilities, client information management, and project budget tracking, this template makes project management easier and more efficient.

And all the data is editable and you can customize the view of each menu as you want to look.

Learn more about how to manage your remote team in one place. 

Features used in this template:

- Form view
- Charts
- Filtered tables
- Lookup field 

Visualize and analyze your data through custom dashboards in the way that works best for your team. From charts and graphs to Kanban boards, track project progress and stay on top of team tasks.

With our powerful no-code app builder, you can easily create apps to collect data from your team or customers. And with our advanced analytics and reporting tools, you can analyze that data to gain valuable insights into your business.

By managing the access levels, you can ensure it is a safe space that keeps your data private and secure. That is why Formaloo provides a login & sign-up feature to switch your app to a membership-only portal.

Also, access management allows your team to access pertinent data, enabling them to effectively accomplish their work.

You can also add surveys to gather customer feedback, conduct market research, improve product development, and enhance customer engagement with interactive forms and surveys.

Formaloo also makes collaboration easy, with features like team permissions and real-time collaboration tools.

Whether you're working with a small team or a large organization, Formaloo has everything you need to stay organized and productive.

Learn more about how to create a web app without any code.

So if you're looking for a powerful and flexible platform to help you grow your business or improve your team's productivity, look no further than Formaloo. Sign up for free today and start creating custom apps that work for you.