Does anyone use work/tasks for internal projects? Do you add your firm as a “client”? So the work can be created?
Example: if we had a repeating work card for invoicing clients, a junior internal team member compiles the completed client work into client invoices, and we have senior internal team member review before sending invoices to the clients. Would make sense to have this be a repeating “work card” so this can be tracked. And if one of the team members moves on their “tasks” can be reassigned.
Does anyone handle internal work this way and if so do you make your firm a “client” for the section “who to bill to”?
Does anyone do something different than make a “work” card for internal work?