I'm looking for a specific kind of software that meets my needs

[Betty Peterson]

I am an individual, 75 years old, health and social services field, independent. Have about 100 clients who pop in and out asking me to do work for them.  The work involves doing the work, sending it for approval, getting back demands to make changes from different parts of the team, following up to make sure it went through correctly.  All this work is done for individual clients.  There are multiple places the ball can get dropped so I need to know where each job is in terms of who it is with  and why (waiting for approval with case manager, for instance, trying to contact a client who won't call me back, sent to a client for signing, etc. )  I drop balls all the time and then people get angry at me even if it wasn't my fault.  They lose money, get sanctioned because of me.  I need to know.  But it is very difficult at age 75 to keep all these balls in the air at one time -- 15 or 20 -- some waiting for my time to get time to work on them for up to a week, some waiting for other things -- I want to provide reliable service for my clients.  

One other thing -- I lose track whether or not I go over budget.  Also Medical Assistance doesn't pay me if I don't invoice within certain periods of time so I need to track budget years and the budget for my work for each individual.  It would be nice to have time tracking

[Dave Liao]

@Betty Peterson - hi Betty! I'd consider Trello instead of Jira - with the right combination of power-ups, you can stay up-to-date on your clients and their needs.

Good luck!

[Betty Peterson]

Hmm, strange, I'm using Trello now and have tried a couple of add-ons but never could get them to work for me

[Betty Peterson]

I made cards for 3 kinds of things I do:  Renewals, Revisions, and New plans.

I used the card to write sort of a journal about what I did.  

Then I used Harvest to do time tracking for me.  that worked, but I wished when I would add a time it would show me how much I had left in the budget.  

I wish I could get an overview of what all my to-dos are, what I have to do for them, and when I promised the work to be done.  I think Monday.com has sort of a color-coded thing that shows all the work sort of on a calendar/timeline, and if it is one color it is say, a revision, maybe I could color-code the ones that are due on the first of the coming month.  something like that.  

I never tried Monday.com I think it was too expensive.  I don't know what stopped me.  I can't remember. 

[Mary from Planyway]

@Betty Peterson 
Hi Betty!

I believe that the best way to sort it out is by visualizing your workflow on the timeline. It'll make it easier to coordinate tasks and check out deadlines.

I'm writing on behalf of the Planyway addon and we have this instrument both for Jira and Trello.

You can drag&drop issues to schedule work, filter cards to see only what you need, and group the timeline by assignees and projects.

We'll be glad to help you set up your workflow with our tool.
If that's what you're looking for, you can reach us at support@planyway.com

[said kouzibry]

Hi Betty,

What you are describing is similar to the issue I had before setting up my own workflows to manage important things in my life,

although I worked with Atlassian products for a while and my company uses Jira Software to manage our projects, I had difficulties managing "the bigger picture", I needed a centrelized interface to show my what I have to work on when I get to the office, but also show me what I have to do after work, simple things like shopping trips, buying birthday gifts and important things like payment due dates and doctor appointments,

Now I use Jira Software with four different projects, one for work related tasks, one for personnal tasks (shopping trips/personal payments...) one for self-teaching and one for managing my website (what articles I still have to write, where in the writing/publishing I am)

I've setup two main filter subscriptions, one weekly, it shows me all the unfinished/not yet started tasks,  this allows me to pick up which ones I want to work on during the week (adding a comment is enough to count as "pick up"), the second filter subscription is sent daily and shows me only the tasks I have picked up for this week that are still incomplete,

This works perfectly for me and is completely free since I'm only a single user,

I hope this will give you an idea as to how you could organize your work using Jira, in case you want to use a similar method, I could offer some help in setting it up.