How to write your own Project Notes Worksheet
This editable document is included in Proposal Kit Professional. Order and download for $199. Follow these steps to get started.
DOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES
Use this worksheet to keep track of details about each project. Make sure to keep notes on all design aspects such as fonts used, contact names, etc. If a project has to be updated in the future you may not always recall details such as font names used, login passwords, client contact names, etc. Use this template along with the Web Hosting and Server Setup template.
Document Length: 1 Page
I’ve been using Proposal Kit Pro for several years now. It has helped me with proposal writing (which I used to totally dread!). It has made it easy for me to provide estimates and even in building questionnaires for my design clients! Before Proposal Kit Pro I didn’t even use contracts and having the ability to write professional proposals has helped me to close more, and bigger (more money) deals in my design business! A+ to the folks that put this together. Highly recommended!"
Get Proposal Kit Professional that includes this business document.
This Project Notes Worksheet is included in an editable format that can be customized for your own needs.
Download and install after ordering.
Once you have ordered and downloaded your Proposal Kit Professional you will have all the content you need to get started with your project management.
Customize the project template with your own information.
You can customize the project document as much as you need. You can also use the included Wizard software to automate merging in name/address data.
How to write my Project Notes Worksheet document
Project Notes Worksheet
Keep track of all of a project’s codes, links, user id/passwords and other attributes for future reference. You may not remember all of the details a year after the site was built when it needs maintenance or has to be turned over to someone else. Notes Background color Color Scheme (3) Graphics Font 1 & Effect Settings Graphics Font 2 & Effect Settings RSACI Content Id Insert service User Id/Password Insert service User Id/Password Insert service User Id/Password FTP User Id/Password Home URL Secure URL Admin URL E-mail 1, pop account information E-mail 2, pop account information E-mail 3, pop account information E-mail 4, pop account information E-mail 5, pop account information Insert Component report/file location Insert Component report/file location Insert Component report/file location Insert Component report/file location Client Contact Info * Technical Lead * Art Director * Owner/Operator * ISP.
A Document from Proposal Kit Professional
The editable Project Notes Worksheet document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Software › Computer Software › Business & Productivity Software
The Project Management Pack suite of templates compliments the proposal and contract documents by giving you a collection of business documents to be used once you have a project to work on.
A wide variety of documents are included and are intended to be picked based on your needs. All projects are different and have different needs and goals. Pick the collection of documents from our collection and use them as needed for your project. Recommendations and samples provided are only intended as general guidelines.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the Owner and Founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.
By Ian Lauder
Published by Proposal Kit, Inc.