Share Ideas, Information, and Files
Share ideas with your staff or clients and let them comment on your ideas. Pass along information to be acted on, and share files with co-workers or clients.
Make to-do lists
Keep track of what needs to get done and who’s responsible. Track your time on a per-task basis.
Schedule Dates and Milestones
Track when things are due and who’s responsible. PlanRight makes it easy to see what’s coming up and follow up with clients and staff to make sure everything gets done on schedule.
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- Mike H, Association of Fundraising Professionals