Connect Teamwork and your agent reads your projects, files new tasks, and flags what is due or blocked. Your client work keeps moving while you do the work that matters.
Each morning, list my open Teamwork tasks due this week grouped by project.
Anjou
APP
9:19 AM
Here is your morning. You have 11 open tasks due this week across 4 projects. I grouped them by project and put the two overdue ones at the top so nothing slips.
Gen
9:24 AM
Perfect, thanks.
#
onboarding
James
8:31 AM
When a deal closes, create a project from our onboarding template and assign the kickoff tasks.
Oatmeal
APP
8:32 AM
The deal closed, so I spun up a new project from your onboarding template, assigned the kickoff tasks to the right owners, and set due dates for week one.
James
8:38 AM
Great, that saves a step.
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standup
Josh
9:00 AM
Mark these tasks done and move anything still blocked to next Monday.
Buddy
APP
9:02 AM
Done. I marked the finished tasks complete and moved the two still blocked to next Monday, with a note on what each is waiting on so you can unblock them.
Josh
9:05 AM
Nice, appreciate it.
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