We need a place to put our processes for each client so we can track where we are in the process with that client. A checklist rather than a gant/calendar view would be helpful.
Suggested by: @Rochelle_Grass (Dwelling Place Interiors)
Agreed about a checklist or the Calendar view of the Schedule. Clients typically don’t relate to the gannt chart. thanks!
Checklist-based tracking makes sense because a lot of client work is decision-driven, not date-driven. A calendar can show when something is supposed to happen, but it does not always show what information is missing before the next step can happen.
For design and remodeling work, I would want checklists by phase: inquiry, discovery, proposal, contract, selections, procurement, construction, change orders, invoicing, and closeout. Each phase should show required decisions, documents, approvals, and budget impacts.
The budget connection is important. A client-process checklist should not just say “selection approved.” It should show whether that selection is within allowance, over allowance, pending vendor quote, ordered, backordered, or requiring a change order. That is where project management and financial control meet.
Gantt views are useful for schedule, but checklists are better for accountability. Who owes the next decision? What is blocking the job? What has been approved in writing? What has cost impact?
A strong system would use both: calendar for timing, checklist for readiness, and budget status for financial impact.