Simitless helps professionals keep track of their client projects.
Your professional activity is growing, and now you have to juggle not only several projects, but several clients. With such an increase in tasks and tracking needs, you have started to wonder about how to track your progress easily and effectively. You want to be able to reliably remember the status of the project, its priority and its deadline. Having these “basic” professional needs covered would ensure a better organization, better management, and more professional communication on your part.
Simitless offers you the exact solution to cover these “basic” professional needs - an application model to track your projects and your clients all at the same time. Consult the application template, then click the " Use this model" button to create your own copy of the app. Simitless is a system that adapts to your needs. Plus, it is risk-free. To save your progress, think of creating an account by following the instructions on the green buttons!
Once your own application has been set up and your account validated, create a record per project using the button. Each record contains:
- a name,
- a description, delineating the most important details of the project,
- a priority indicator, ranging from 1 to 3,
- a percentage of project completion,
- a project status indicator, consisting of the following tags: “Future”, “Pending”, “In progress”, “Blocked”, “Finished”,
- a finalization deadline,
- a link to a customer record.
Customer records are meant to keep your individual customer’s data in a central location within your information system. These two interconnected records (the projects record we discussed in the previous paragraph and customers record we have alluded to in the previous sentence) are displayed on the home page of your application for your own ease of access and to allow you to work more efficiently.
Your new application allows you to deliver simple, yet effective customer care. At a glance, you can grasp the progress of your projects and communicate on it to your customers.
As your business activities pick up in pace (and size!), you can start adding even more finely detailed information about your projects. For example, you could add a task structure to your projects and have the completion indicator display the project progress on its own, basing its calculations on the tasks marked as completed. For that you will need to go into application structure editing mode ( Edit App Edit data types ). If you're not sure how to do this, talk to your IT professional, and we'll help them set up an app that's right for you.