Overview: The idea for my app comes from my job, and the day-to-day struggle with staying organized and on-top of everything that is going on. I'm an account manager, manage a ton of accounts, and am not known for organiziation. I've made excel sheets before to try to keep all the info together, but, while useful, they're not interactive. My hope is that by migrating these tactics over to app form, I can take advantage of the interactive nature of apps, and connect it with other organizational tools (mainly: calendar, push notifications, setting up email notifications if possible?). It would also be advantageous to have the functionality to take pictures and store it to the app. More on that in a minute.
Topline: Accounts and Projects
I see the homepage of the app going to two tabs: Accounts and Projects. Accounts will be color coordinated by 1) Current Client 2) Onboarding Client 3) Paused Client. Order will either be alphabetical (or if possible) in order of the accounts that require attention from most immediate to least immediate. There is a button on the bottom to add a new tab. The Projects tab will just list projects, with the most immediate projects at the top (due dates), and there's a button for new project creation below. Going into each Project item, there will be project name, due date, expected time required for completion, and a checklist of things to get done for completion. However, the main purpose of this app will be for account management, so that tab will have the most features.
Account Management Tab: