This project involved supporting a U.S.-based client in managing internal workflows, maintaining accurate invoice records, and handling communication across teams using Monday.com. With a growing number of operations and grant opportunities to explore, the client needed structured systems to keep everything running smoothly—especially in areas involving research, budgeting, and cross-functional collaboration.
Invoices Managed
Team Workflows Created
High client satisfaction rate
Communication Streamlining Achieved
The Challenge
The client was juggling various moving parts: from updating budget spreadsheets and managing invoice logs to researching funding opportunities and keeping all stakeholders in sync.
Specific pain points included:
Invoices scattered across email and lacking a centralized tracking method.
Difficulty in keeping the budget sheets up-to-date and reconciled.
Absence of structured workflows in Monday.com to manage recurring tasks.
Lack of bandwidth for deep research into relevant events and grants.
Gaps in timely internal communication and follow-ups.
They needed a detail-oriented assistant who could bridge admin precision with workflow strategy.
What did Tasks Expert do?
Tasks Expert took a systematic approach to streamline the client’s workflow, budgeting, and research tasks through reliable and efficient virtual support:
Workflow Maintenance via Monday.com
Created and structured multiple workflows for task assignments, project status tracking, and team responsibilities using Monday CRM.
Implemented automations and status updates to eliminate manual check-ins.
Ensured that all workflows were aligned with the client’s project timelines and priorities, offering full visibility into team operations.
Invoice Management and Budget Integration
Maintained a centralized invoice log, regularly updating the budget sheet with new incoming invoices and expense entries.
Communicated with relevant team members to confirm invoice statuses, pending approvals, and amounts due.
Ensured all financial records were clean, categorized, and reconciled monthly.
Research for Events and Grant Opportunities
Conducted market-aligned research to identify upcoming events, expos, and grant programs relevant to the client’s industry.
Compiled actionable insights into organized formats for review, with deadlines and eligibility notes.
Suggested application timelines and assisted in preparing supporting documents when required.
The Results
- Smoother Team Coordination
- Better Financial Oversight
- Higher Research Efficiency
- Centralized Communication
