VEI Daily Board

Enter the team passcode to open the board.

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VEI Daily Board

Proposals + project checklist.

Proposals

Proposals — what changed

Project Tracker

No job number yet — group these manually:

Tracker — what changed

Checking a box, changing a stage, editing, adding, deleting, or renaming a project saves instantly for everyone on the team — no emails, no local-only changes. "Open email thread" links require an Outlook login with access.

Add a task

Project Task Waiting on (blank = Kelsey) Due date Notes

Edit / move task

Project (pick another to MOVE the task) Task Waiting on (blank = Kelsey) Due date Notes

Proposal

VEI # (blank if none yet) Project name Client / contact Stage Next action Notes (added to the card)

Rename project

New project name (include the VEI # if it has one)

VEI Daily Board

VEI Daily Board

Proposals + Add request

Project Tracker + Add a task

Proposals

Project Tracker