Client Workflow Tracker

Overview

Current stage updates automatically as tasks get checked off.

Sort by

← All clients

Add a new client

Sets them up with the full standard checklist.

Import Client List

Paste a column of client names from a spreadsheet, or upload a CSV/text file. Each one is set up with the full standard checklist — no stage or task data needed.

— or —

Name column

First row is a header, not a client name