Manage Customers

In this scenario, use Workspaces to manage your customers.

  1. Create a Workspace for each customer.
  2. In the Workspace you can create a single Board or optionally a Board for each work type or deliverable, such as Demo, RFP, etc.
    If you use a single Board, you can use Epics to categorize Tasks into different work types or deliverables such as Demo, RFP, etc. 
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