Managing Client Projects
Learn how to effectively manage client projects in Custojo
Managing Client Projects
Effective project management is crucial for client satisfaction and successful project delivery. Custojo provides powerful tools to help you manage client projects efficiently.
Project Dashboard
The project dashboard in Custojo provides a comprehensive view of all project information in one place.
Website Redesign Project
Client: Acme Corporation • Started: Jan 15, 2025 • Due: Apr 15, 2025
Project Setup Process
Setting up a client project in Custojo involves several key steps:
- Create the Project - Navigate to Projects and click "Create New Project"
- Define Project Details - Enter project name, description, start date, end date, and client
- Set Project Parameters - Configure budget, billing method, and other project parameters
- Create Project Structure - Define project phases, milestones, and deliverables
- Assign Team Members - Add team members to the project and define their roles
- Set Up Tasks - Create and assign tasks to team members
- Configure Client Access - Set up client access permissions for the project
Managing Project Tasks
Effective task management is crucial for project success. Custojo provides comprehensive tools for creating, assigning, and tracking tasks.
Task Management Features
- Create task lists to organize tasks by phase or category
- Set task priorities, due dates, and dependencies
- Assign tasks to team members based on skills and availability
- Track task progress and completion
- Set up task notifications and reminders
- Use task templates for recurring tasks
Client Collaboration
Involving clients in the project management process can improve project outcomes and client satisfaction.
Client Access
Configure what project information clients can access through the client portal, such as project status, tasks, documents, and reports.
Approval Workflows
Set up approval workflows for deliverables, ensuring that clients can review and approve work at key project milestones.
Feedback Collection
Use built-in feedback tools to collect client feedback on deliverables and incorporate it into the project.
Status Updates
Provide regular status updates to clients through automated reports, keeping them informed of project progress.
Managing Project Changes
Change is inevitable in client projects. Custojo provides tools to help you manage project changes effectively.
Pro Tip: Use Custojo's change request feature to document all client-requested changes. This helps manage scope creep and ensures that changes are properly evaluated, approved, and billed.
Project Closure
Properly closing a project is as important as setting it up. Custojo provides tools to help you close projects effectively.
Verify Deliverables
Ensure that all project deliverables have been completed and approved by the client.
Finalize Billing
Ensure that all billable hours and expenses have been recorded and invoiced.
Conduct Project Review
Review the project with the team to identify lessons learned and areas for improvement.
Gather Client Feedback
Collect feedback from the client on the project process and outcomes.
Archive Project
Archive the project in Custojo for future reference.
Plan Follow-Up
Schedule follow-up activities to maintain the client relationship and identify future opportunities.
Next Steps
Now that you understand how to manage client projects effectively, you're ready to learn about client reporting and feedback in Custojo.