Client specific task manager

[Todd Blackwell]

Hi – I would like to move from my simple excel task lists to a product that:
1) Reminds me to address key tasks (specific to client)
2) Allows me to add notes to each completed task
3) Allows me to run a report to give to the family or Guardian by date range

At the last conference, someone mentioned Asana. I’m trying it out, but wondered if others were using other options? I have a team and would like to also share across a team. Right now it’s Excel and Google Docs. Would like to graduate to a better tool that offers reminders and builds the task list instead of a human having to recreate each visit.

[Anonymous]

My process is simple at the moment so I use Gqueues. That won’t work for you but in my process to find what works, I also looked at 17Hats and dubsado. If you are on Facebook, there is a great group geared around process and task management called The Workflow Wateringhole. They are a wealth of information and can answer your question in addition to any feedback you get here. I liked 17Hats but it was just too much for me at this stage.

[Author]

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