Home
Do you track your initial meetings?
  v2.0 Posted at 6/04/2018 10:54 AM by Tiago Araujo
When creating an appointment email for an initial meeting, make sure you include the words "initial" and "meeting" on the subject. 

Subject: Northwind project with SSW and Bob

Figure: Bad subject - not clear it is an initial meeting

Subject: Initial meeting with SSW and Bob from Northwind
Subject: Initial phone meeting with SSW and Bob from Northwind

Figure: Good subjects - Make clear it is an initial meeting by having both words​ 

The idea behind it is that Power BI can then track and show this.

initial-meeting-graph.jpg
Figure: It's clear to see that there is no yellow in the past couple of months, which may indicate work drying up for Stephen's area

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address:

    Comments: