If you're an Office 365 shop, the To Do app is a life saver (login to your email in the web, click apps on the left side, and then click To Do). There's also https://kanbantool.com/ which has a free tier. Source: over 1 year ago

Write it all down in a planner (hard copy or digital- I prefer paper because my pen-brain connection is stronger). Need to reply to an email? Schedule it for Thursday at 10am. Call a friend? Put it on the books with a time. Trash goes out on Tuesdays? Make a note with a checklist for Monday nights. For big projects with lots of steps, I use a free web-based project management tool (kanbantool.com) and project time... Source: almost 2 years ago

Kanbantool.com — Kanban board-based project management. Free, paid plans with more options. - Source: dev.to / almost 3 years ago

Also ask the developer how they want to work, and if there is a software they like to use to facilitate the work. Are they Kanban? Scrum? Waterfall? Watch a video or two on the do's and don't of the one method the Dev wants to use, so you know what to expect if your developer asks you for a "Story" or a "Task" or a "Ticket" or if you need to 'clarify acceptance criteria', which is literally what I was doing at... Source: about 3 years ago

I've looked into client-portal.io, GiveWP, gravity forms, WP customer area, and memberpress, but unless I'm mistaken, they all are missing a feature, too expensive, etc. Source: 7 months ago

Most user portal plugins can do this e.g. client-portal.io. Source: 11 months ago

What do you mean “adapts to each user”? Like a client portal? https://client-portal.io. Source: about 1 year ago

Thanks! I’m pretty well versed in Wordpress, have built a number of sites with it. I wasn’t sure how to handle the customer portal, but I just found this which looks like it would work, https://client-portal.io/. Source: over 1 year ago

Https://client-portal.io/ does most of what you're after. Source: almost 2 years ago