Prodactive Business Workspace Information

Personalize your team’s productivity with this holistic business workspace

The system combines aspects from the PARA method and integrated business management for more active and smooth team collaboration ranging from project and task management to finance tracking and reports to a company wiki and news panel.

With a collection of dashboards and views that simplify the information at hand and turn your eye to the most relevant items, everything you need is always at arm’s reach.

This workspace is packed with templates not only for internal pages like projects, areas or meetings but for invoices, proposals and client portals as well. Make client onboarding easier and more effective by sharing key information with your clients and keeping them in the loop about your work.

With the Prodactive Business Workspace, your team will be able to keep up with the company’s latest news and events in the news panel or quickly generate and analyze financial reports for specific periods of time.

Here’s what you’ll learn

Color coded sections to easily identify the type of data you’re looking at enhanced for light and dark mode usage and a greyscale version for a neater look.

Information

• About Us: Company wiki populated with placeholder pages for quick tutorials and process guides, important policies and information, a team gallery and company history and identity.
• News Panel: Gallery of the latest news related to each of the company’s areas and a section for upcoming birthdays and special events.
• Team Dashboard: See what the whole team is up to from active projects, upcoming meetings and tasks to common goals that have yet to be achieved.
• Personal Dashboard: Automatically filtered view of relevant information based on each person’s own account.

Action

• Areas: All major categories that form your business such as marketing, website development or big recurring clients and services. Template includes individual area dashboard for news, events, tasks and projects
• Projects: Internal or client projects with up to date information on their progress and expected outcomes as well as invoices, proposals and client portals when applicable.
• Tasks: Related to projects and calendar events for easy tracking of everything to do before big milestones and deliverables or for reference of context on meeting where task originated.
• Calendar: Templates for meetings, milestones, deliverables and events to organize the business’ timeline and action steps.

Reference

• Finance Tracker: Allows you team to manage invoices and receipts and keep track of income and expenses by project, area and category.
• Financial Reports: Generate reports for specific timeframes to analyze your transactions for different categories.
• Contacts: Save information on important contacts related to different areas, projects and events.
• Goals & Objectives: Work together towards achieving company goals and connect them to projects to easily achieve them.
• Files & Media: Keep all of your resources and files in a single place and access them from their respective area whenever you need them.

Client Portal Documents

• Proposal: Share this document with your client to define the scope and timeline of the project. Includes a template button to easily add items to a service summary table.
• Invoice: Keep track of payables and bill your clients for your projects with a sleek invoice design and template button.
• Client Portal: Keep your client up to date with the project’s progress and share important documents and information on a single platform.

More courses from the same author: Prodactive

Salepage: Prodactive Business Workspace – Prodactive

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