Molly using your approach above, the way I would do this in Ecco Pro is to have one view where you would place all of your Next Actions, which are date stamped automatically as you enter them. As you do your review of your In Box, you would assign your tasks to the appropriate client folder. I would create a notepad in Ecco Pro called Clients, that could be filtered to show anything that has yet to be completed, or is overdue. It would be your choice. As you work through the issues for that particular client you would mark those tasks as completed and they would drop from view. They would still be in the Client folder, but would be filtered from view.Originally Posted by MollyLolly
At some point you will want to archive everything completed for a client, which can easily be accomplished in Ecco Pro. If you would like me to draft a template for your review, I would be more than happy to give it a shot. Just drop me an email.