Multiple client multiple task visual planner

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Paul A.Nigel B. have already sent a proposal.
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Description

Experience Level: Intermediate
I am an Accountant looking after multiple clients.

Each client has multiple tasks spread over say 18 months, some repeat and some one-offs. Tasks move around in case the client is late producing info etc. This will push back a job etc.

In order to resource plan I am looking for a visual like a wall planner with all clients down the left hand side and all dates (days MTWTFSS etc) looking ahead for say for 3 years plus along the vertical columns.Then the task (for the time period) populating the row for the client of the task in hand.

I have a simple excel version of this, but it is not controlled so if you make an error all data can get misaligned and make a mess - I am attaching a brief draft of it.

I am using a trafic light system to help spot urgency.

Ideally data entry should be from a single screen entering dates etc and colour code, possibly with option for repeats etc. Once on the planner ability to drag tasks around incase of delays etc. Visually will be able to see bottlenecks etc and plan resouce accordingly.

I am looking for a solution as soon as possible.

If you have any questions please contact me through the clarification board.

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