One client, several engagements
Create separate projects for work with different owners or due dates. Each remains linked to the same client record.
Bring structure to diverse engagements.
Keep review work, advisory projects and monthly accounts in view.
Explore the workspace ↗Make review visible
An explicit In review stage separates preparation from approval. Use notes to explain unresolved questions.
Monitor delivery
Review overdue work alongside team assignments. Export the project list for a broader management discussion.