PM Updates
10-15-2025
No Dual Tasking. Please focus on the discussion during the meeting.
PM Notes History Format Reminder
(Date) - (Comms Type) - PM Name
Example:
09/05/2025 - Email - Amy
The client requested to reset his email's password in Rackspace.
09/25/2025 - Call - Michael
Changed phone to 123-158-7891
Note the Following
- Month & Day are in 2 Digits.
- Include the Year
- Communications Types are:
- Call
- Text
- Onboarding Call
- Launch Call
- Cancellation Call
- Keep spaces between history on different dates.