Fundamentals

Learn the basic ideas behind Outlaw Practice

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14 articles in this collection
Written by John Margaglione

Writing Notes

How do I take notes in Outlaw Practice?

Written by John Margaglione
Updated over a week ago

What are Red Flags?

How can I use red flags to help me weed out bad (potential) clients?

Written by John Margaglione
Updated over a week ago

Tasks

What are Task Tempates?

How do I create a reusable task?

Written by John Margaglione
Updated over a week ago

What's in a Task?

What do all of the fields in the Task do?

Written by John Margaglione
Updated over a week ago

Why aren't tasks and time entries separate?

Most products have separate tasks and time entries. Why is this a bad practice?

Written by John Margaglione
Updated over a week ago

What are Impact and Urgency?

Knowing how a task impacts your firm determines its importance

Written by John Margaglione
Updated over a week ago

Marketing

What is a Campaign?

Marketing Campaigns are the places you spend your time and money to advertise your services

Written by John Margaglione
Updated over a week ago

Sales

What are Milestones?

What are sales milestones, and how do I use them?

Written by John Margaglione
Updated over a week ago

What is a Lead?

A lead is how we track potential new clients, from first contact through funding of a retainer

Written by John Margaglione
Updated over a week ago

Contact Management

What is a Contact?

What is the difference between a contact and a client?

Written by John Margaglione
Updated over a week ago

Analytics

Estimation Accuracy Chart

How good is your team at estimating their time?

Written by John Margaglione
Updated over a week ago

Time by Activity Type Chart

Break down your time by activity for a more granular view of time spent

Written by John Margaglione
Updated over a week ago

Time by Category Chart

Quickly see how your employees are spending their time

Written by John Margaglione
Updated over a week ago

Billed and Collected Chart

Easily view billed and collected information per user

Written by John Margaglione
Updated over a week ago