Problems stop the processing of a project if a certain condition is met. When a problem is created, nobody can upgrade the project until the problem is solved. There are two problem scopes: client-related and staff-related. For example, if you have a task to be done but your client didn’t send you the required bank information, you can create a problem that the task cannot be completed until this information is received from the client. This helps to avoid several of management issues:
▪You guarantee that nobody will accidentally upgrade the project and proceed with incomplete data, which can cost you your reputation and future business
▪You can quickly oversee what is stopping your staff from working on their customer returns
▪You can quickly send template-driven instructions to customers notifying them of what you require them to do before you can complete the draft return
▪You can follow up with reminders in case the customer fails to follow up in a reasonable time frame
