Ideally it would look like:

  • Priority 01: Calendar Project Edits
  • Priority 02: Website Edits
  • Priority 03: Sales Sheet Layout
  • Etc. Etc. Etc.

Something very simple but shareable and easy to update. My clients never have any idea why their project is held back and this would be GOLD to show them a real time list like this.

Does this exist?

Thank you!

  • 3
    Google docs spreadsheet. – Scott Jan 16 '19 at 18:20
  • That's a good idea! My clients can also edit the order if they so desire. – lazycarpenter Jan 16 '19 at 18:23

Google Docs

If the intention is to share the list....

Then just with that single factor being predominant, I'd suggest Google Docs which are designed to be easily shared. Then digging further if you want a list, perhaps with dates, turnaround times, or other items in a table-like structure, a Google Doc Spreadsheet seems to be a good choice.

There is also Trello for project tracking.

I've found Trello helpful at times. It can take a bit more work to input a project because, being an app, they try and support everyone. There can often be too many fields to fill out when inputting. It's all personal flavor though.

Beyond Google Docs and Trello, I'd configure my own web page via PHP/Mysql. It's a simple enough set up to create a database and track items with date and/or priority flags. In fact, I set this up exactly for my own tracking when things get too hectic and I'm concerned a project may get "lost".

Note I'm really not a big proponent of Google Docs due to Google's data mining. And I, personally, would never share a list of my priorities with clients. I want every client to feel like they are my #1 priority. As soon as a client sees they are #4 or #8 on a list, they may feel "snubbed" and unimportant. It's one thing for a client to be unhappy about waiting. It's another for them to see, in writing, how low on a priority list their project is. I simply think sharing such information is a bad idea.

But.. for in-house use, with your own team, showing a list of your projects can be very helpful in keeping people from interrupting and pestering you when they are waiting for something.

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  • Agree on all of this about Google Sheets. I already started setting one up. – lazycarpenter Jan 16 '19 at 19:06
  • I work in house so I am really looking to share this with my personal team. I should have clarified. The client will never actually see this list, just the Communications Specialists who give me the jobs. – lazycarpenter Jan 16 '19 at 19:07
  • 1
    @lazycarpenter Ahhhh...... personal team makes a difference :) Still not a fan of Google's data mining, but I'd be good with sharing the list in house and can see how overall helpful that would be. I used to do something similar when I was in-house. – Scott Jan 16 '19 at 19:09
  • The problem I run into is the old "What are you doing all day/" because all of my team members do not have line of site to my project load. They only see their own projects and don't care about other projects that cut in font of their own projects. – lazycarpenter Jan 16 '19 at 19:09
  • Note: I tried Monday.com but it was cumbersome and just didn't feel right. – lazycarpenter Jan 16 '19 at 19:09

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