How To Use 'My Projects' To Be Remarkably Efficient Print

This webinar, led by Dan King of Fistbump Media, introduces the client-side project management tools available through their dashboard. These tools help clients efficiently track project progress, manage communication, and oversee associated invoices and files. Dan demonstrates the features and practical usage of the dashboard, focusing on seamless collaboration between clients and the Fistbump Media team for WordPress website development (and other) projects.

Key Sections and Highlights

1. Introduction to Project Management Tools

• 00:00:11 - 00:01:13
  • Overview of project management tools embedded in the client dashboard.
  • Emphasizes their role in improving communication, tracking tasks, and managing invoices.

2. Navigating the Client Dashboard

• 00:01:14 - 00:03:30
  • Demonstrates how to access the dashboard by logging into the Fistbump Media client portal.
  • Key features:
    • Overview widget for services, domains, tickets, and active projects.
    • Quick access to active projects via the “My Projects” section.

3. Viewing and Managing Projects

• 00:03:31 - 00:06:50
  • Explains the project list view:
    • Statuses: Pending, In Progress, Awaiting, or Completed.
    • Due dates and last modified dates for projects.
  • Details available on individual project dashboards:
    • Task lists categorized by phases (e.g., design, development, tweaks).
    • Adding new tasks or making adjustments as needed.

4. Communication Through Support Tickets

• 00:06:51 - 00:13:00
  • Importance of using support tickets for detailed communication.
  • How ticket responses are logged for easy reference.
  • Demonstrates:
    • Replying to tickets via email or the dashboard.
    • Creating new tickets to explain additional tasks or requests.

5. Managing Invoices and Files

• 00:13:01 - 00:15:24
  • Invoice section:
    • Displays all associated invoices for specific projects.
    • Allows clients to view and pay invoices directly from the dashboard.
  • File uploads:
    • Clients can upload files (e.g., logos, graphics) directly to the project dashboard.
    • Options for managing larger file sets via shared Google Drive spaces.

6. Closing Remarks

• 00:15:25 - 00:17:21
  • Recap of key features and how clients can use the dashboard to monitor project progress.
  • Final encouragement to leverage the tools for effective collaboration and seamless project management.

Conclusion

This webinar provides a detailed walkthrough of the Fistbump Media project management tools, empowering clients to actively participate in project progress and communication. The dashboard serves as a central hub for managing tasks, invoices, and files, ensuring efficiency and clarity in client interactions.