Project Management 

Last updated by Jarod Thornton 9 months ago
SOP  
 
Communication with our clients is a top priority. Without effective and consistent communication our team will not be able to deliver on actionable services in a capacity that best serves your business. As such, we work hard to organize our efforts and ease your input by utilizing third-party tools outlined below.  

Monday.com 

 
We utilize monday.com for it’s visual, easy, and intuitive interface. Every task performed related to our services and deliverables are tracked, monitored and used for billing purposes.  
 
Sign into your Adopt the Web Monday account - https://adopttheweb.monday.com/ 

General Information 

Our project board is used for three primary functions: 
 
Internal task tracking of workflow 
Client access to project workflow 
Billable time tracking 
 
Not all of our clients have a dedicated project board.   If a project board is appropriate for your account, a manager will consult with you. If you would like to extend your accounts support to include a dedicated project board, please contact us. 
 
There are three types of project boards: 
 
Dedicated Client Project Boards 
When the complexity of a project exceeds that of a smaller one-off project 
When the client requests / requires access to project information 
Misc Client Project Board 
A singular board with client projects grouped together 
Clients do not access this board 
Internal Project Board 
Non client related projects 

   

Loom.com 

 
Recording meetings using video conferencing and audio recording has become a vital part of our business, client and internal communication. We record and share video messages of our screen and audio input because it is faster than typing an email or meeting live. 
 
Get loom for free - https://www.loom.com/signup  
 
Refreshed On: Dec 05, 2022 06:16:50 UTC+00:00