[QUOTE=RELawyer;79479]...should each file be its own project? I may have 100 files open at once, which would make my Projects a little overwhelming. Or would a better approach be to have "Closings" as a project with the tasks grouped according to file?
I'm in a completely different business - university professor - but I'd say each file is a project. Each file might have a different next action, i.e. waiting for, call, on hold, etc. You want to be able to see the actions when you have time to take them, and also scan all the projects and see which ones are stuck.
If it helps you can also divide the projects list, residential, commercial, with lenders, etc. So that the list of 100 is subdivided and not overwhelming.
Last edited by dschaffner; 05-29-2010 at 07:18 AM.
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