To answer your questions:
Thanks, Ryan! :)
Thanks for the reply!
Not necessarily. Excel is what she’s used to right now but she’s completely open to another solution if it works better for us (i.e. Redbooth) as long as it will still meet her needs.
For me, I have a senior manager to whom we send a weekly update/report on all design projects in the shop. Currently, the updates are captured in and provided as an Excel spreadsheet. As cumbersome as that process is, the spreadsheet is able to display all updates from the previous week in a single report without my manager having to sort through individual projects to see what notes or comments have been added.
As Redbooth exists now, I can create a report that includes the current status of a project by changing it from one task list to another (e.g. from “In development” to “With client for approval”). However, it doesn’t allow me to generate a report that includes any changes made in the description area or any recent comments that were added.
Customer support service by UserEcho