I have a certain amount of actions that need to be done when a free member joins or a client closes. What is your work around for a task template considering this is not an option in this CRM?🤔
If it costs extra money, I don’t want it. 😣
I will put my idea here in case it helps anyone but I was wondering what other ideas are out there!🤓
My idea was to create a Google Doc with a checklist template which I can copy within Google and name for that member or client. Then copy the link to that checklist and put it in the Notes section of the Project. This solution is free and I’m familiar with Google since I use it all the time anyway.😻
Let me know what other brilliant ideas you have!🙃
