How to manage client communication with monday.com

How to manage client communication with monday.com


moveo is a tech and creative agency And we build apps for our clients. Every time we take on a new client, we create a new shareable board. This is an example of
what we share with our clients. So we split this board up into groups. And each group is a milestone of
the next version we’re going to develop. After we’ve built the initial app, the next stage in the process is just to
create new and better versions of it. You can see in the title what version it is, and the date it’s going live. We use this board to track what
we need to do for each version, and relay that to our client. Each group contains all the tasks we
need to complete for this specific version, whether it’s a feature to
develop, or a bug to fix. All the communication with
our clients happens here, within monday. We’ll upload a design for a feature and we’ll have a discussion about it right
here, in monday, with the client. Alright, let’s talk about the columns we have. First is the type of task, it could be just any task, amodification or a bug. The second column shows us
which platform the task’s related to. This could be iOS, Android, web,cross-platform etc. The third is the status of the task, whether we’re working on it, or it’s stuck or done. I can filter every column, like if i want to see all the bugs
we need to fix in this version I can do that here. All the work happens here, so
the client is synced and updated in real time. It just makes the communication
process so much smoother, and it cut out countless phone
calls and broken email chains.

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