Knowledge base | Portal

Projects - CRM

Projects

1. Projects - projects shows all current projects listed with limited information, clicking on them will open the project Overview.

2. Overview:

Overview lists the time left in a percentage wheel with the start date and end date for the project.

The progress wheel at the side shows how much of the projects has been done as a whole.

Time will show how many hours have been spent on the project, relevant to the time people clock in using the start timer.

Project members shows who is working on the project, members can be added and removed when needed. messages can also be sent from here.

Description is a brief summary of what the project is.

Activity shows overall tasks being done/added/started, each activity has its own individual overview.

3. Tasks List:

Lists all the tasks that have been created for the project, with minimal information but can be clicked for more details.

Can filter for generic information, who the project has been assigned to, what milestone progress is it at, the deadline of the project and the status at which it is currently held (in progress, finished, done, to do).

Can add labels to the task headings to make it clearer what they are, or what stage without having to click on each one to get details.

Can add tasks and delete them when needed.

Deadline displayed will change colour depending on the time, yellow if the deadline is the current day and red when it is overdue.

Acts as a way to finish small parts of the project at once with clear goals in mind.

4. Tasks Kanban:

Tasks Kanban is similar to Task List but instead it is put in a more structured and easy to read format.

Can filter for generic information, who the project has been assigned to, what milestone progress is it at, the deadline of the project and the status at which it is currently held (in progress, finished, done, to do).

Can add tasks and delete them when needed.

Acts as a way to finish small parts of the project at once with clear goals in mind.

Shows less information on the Task cards themselves but when clicked have the same detailed description.

5. Milestones:

Milestones are sub tasks that can be added to Tasks set on certain dates, usually used for large parts of the tasks.

Have their own progress bar that will go up depending on what tasks they are added too and when the tasks are completed.

shows a clear end date, title and description that can all be edited and changed.

Milestones can be added to tasks whenever and can even be made in advance as they do not need to be added to a task and can be held in the milestones tab alone.

6. Gantt:

Gantt is used to manage your project, here you can easily see the progress you will take all the way through the project.

Gantt is used to manage your project, here you can easily see if the progress you will take all the way through your project

All tasks, sub tasks and milestones are plotted on the graph automatically so you dont need to manually add them.

Filters about the graph can be used to search for specific topics if your Gantt is too large.

Each individual task and milestone can be clicked to find out the information behind it.

7. Notes:

Notes act as a private diary where you can make small notes about anything, that are private to you.

Notes have a clear date, title, long description box and labels that can be added. The labels can be used to match them to tasks or group them together.

8. Files:

Files is where you can save and share files you will need to complete the project, every member in the project is able to access the files added here.

Files shared here can be downloaded and opened. They will stay here unless deleted.

Files can be put into categories.

Only certain file types can be added.

Clicking on a file will let you leave messages on them.

9. Comments:

Comments acts as a messaging area for the project, here you can talk to everyone.

You can upload files to the chat.

Messages can be directly replied to and will appear underneath the original message.

Comments can be liked, for agreeing with something or letting someone know you have acknowledged them.

If anything about a comments is negative or wrong then you can delete the comment using the down arrow on the right side.

10. Customer feedback:

Customer feedback acts in the same way to comments, except it is used for the customer to express their opinions on the project.

Can be used to ask questions or catch up on what is happening.

You can upload files to the chat.

Messages can be directly replied to and will appear underneath the original message.

Comments can be liked, for agreeing with something or letting someone know you have acknowledged them.

If anything about a comments is negative or wrong then you can delete the comment using the down arrow on the right side.

11. Timesheets:

This is where you will see who has started the timer and when they stopped it.

Allows you to see how much time each member has put in, and one which dates they have committed.

The timesheet will show what task they were working on at the time, as well as any notes left by the member when they left.

Timesheets can be searched either through calendars, search bar or filters.

Log time can be added manually if the member forgot to start the timer and end it when they worked on a project.

12. Invoices:

Invoices show any bills for the client, displays due and bill dates, total invoiced and payments received.

Invoices can be given different statuses depending on factors such as, overdue, draft, partially paid and cancelled.

Invoices are sent to the client you put into the invoice details.

Clicking on the Invoice ID will open up the more detailed invoice description with all the details, this will open in the Sales tab.

13. Payments:

Payments shows how much the client has sent in relevant to the invoices.

Clicking on the Invoice ID will open up the more detailed invoice description with all the details, this will open in the Sales tab.

Payment shows the payment date and the method used to submit the payment, including any notes left by the client after doing so.

includes a total at the bottom so you know how much in terms of percentage has been submitted so far.

14. Expenses:

Expenses is what it costs the members to do the project, the page is a good way to see all details and plan totals.

Clicking on the Date will give you details and links that allow you to see the project, the members involved in the project and title and description.

You can add and edit the expenses at any moment.

15. Contracts:

Contracts holds the actual contract behind the project, and all the important information and plans for the project.

Additional contracts can be added and edited here.

Statuses can be added to the contracts, that lets the client know if it was accepted, declined or under review.

Clicking on the Contract ID will open the Contract items, Contract Editor and Preview: contract items holds client information, dates and price, contract editor is where the contract will be made and edited and later sent out to the client, and preview shows what the Contract will look like after all of the code and important information is put in.

Furness House, 10 The crofts. Rotherham S60 2DJ

Last document review date: 16^th April 2024.

For full information of defined terms please refer to the Defined Terms document or contact us.

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Categories

Projects - CRM

Projects

1. Projects - projects shows all current projects listed with limited information, clicking on them will open the project Overview.

2. Overview:

Overview lists the time left in a percentage wheel with the start date and end date for the project.

The progress wheel at the side shows how much of the projects has been done as a whole.

Time will show how many hours have been spent on the project, relevant to the time people clock in using the start timer.

Project members shows who is working on the project, members can be added and removed when needed. messages can also be sent from here.

Description is a brief summary of what the project is.

Activity shows overall tasks being done/added/started, each activity has its own individual overview.

3. Tasks List:

Lists all the tasks that have been created for the project, with minimal information but can be clicked for more details.

Can filter for generic information, who the project has been assigned to, what milestone progress is it at, the deadline of the project and the status at which it is currently held (in progress, finished, done, to do).

Can add labels to the task headings to make it clearer what they are, or what stage without having to click on each one to get details.

Can add tasks and delete them when needed.

Deadline displayed will change colour depending on the time, yellow if the deadline is the current day and red when it is overdue.

Acts as a way to finish small parts of the project at once with clear goals in mind.

4. Tasks Kanban:

Tasks Kanban is similar to Task List but instead it is put in a more structured and easy to read format.

Can filter for generic information, who the project has been assigned to, what milestone progress is it at, the deadline of the project and the status at which it is currently held (in progress, finished, done, to do).

Can add tasks and delete them when needed.

Acts as a way to finish small parts of the project at once with clear goals in mind.

Shows less information on the Task cards themselves but when clicked have the same detailed description.

5. Milestones:

Milestones are sub tasks that can be added to Tasks set on certain dates, usually used for large parts of the tasks.

Have their own progress bar that will go up depending on what tasks they are added too and when the tasks are completed.

shows a clear end date, title and description that can all be edited and changed.

Milestones can be added to tasks whenever and can even be made in advance as they do not need to be added to a task and can be held in the milestones tab alone.

6. Gantt:

Gantt is used to manage your project, here you can easily see the progress you will take all the way through the project.

Gantt is used to manage your project, here you can easily see if the progress you will take all the way through your project

All tasks, sub tasks and milestones are plotted on the graph automatically so you dont need to manually add them.

Filters about the graph can be used to search for specific topics if your Gantt is too large.

Each individual task and milestone can be clicked to find out the information behind it.

7. Notes:

Notes act as a private diary where you can make small notes about anything, that are private to you.

Notes have a clear date, title, long description box and labels that can be added. The labels can be used to match them to tasks or group them together.

8. Files:

Files is where you can save and share files you will need to complete the project, every member in the project is able to access the files added here.

Files shared here can be downloaded and opened. They will stay here unless deleted.

Files can be put into categories.

Only certain file types can be added.

Clicking on a file will let you leave messages on them.

9. Comments:

Comments acts as a messaging area for the project, here you can talk to everyone.

You can upload files to the chat.

Messages can be directly replied to and will appear underneath the original message.

Comments can be liked, for agreeing with something or letting someone know you have acknowledged them.

If anything about a comments is negative or wrong then you can delete the comment using the down arrow on the right side.

10. Customer feedback:

Customer feedback acts in the same way to comments, except it is used for the customer to express their opinions on the project.

Can be used to ask questions or catch up on what is happening.

You can upload files to the chat.

Messages can be directly replied to and will appear underneath the original message.

Comments can be liked, for agreeing with something or letting someone know you have acknowledged them.

If anything about a comments is negative or wrong then you can delete the comment using the down arrow on the right side.

11. Timesheets:

This is where you will see who has started the timer and when they stopped it.

Allows you to see how much time each member has put in, and one which dates they have committed.

The timesheet will show what task they were working on at the time, as well as any notes left by the member when they left.

Timesheets can be searched either through calendars, search bar or filters.

Log time can be added manually if the member forgot to start the timer and end it when they worked on a project.

12. Invoices:

Invoices show any bills for the client, displays due and bill dates, total invoiced and payments received.

Invoices can be given different statuses depending on factors such as, overdue, draft, partially paid and cancelled.

Invoices are sent to the client you put into the invoice details.

Clicking on the Invoice ID will open up the more detailed invoice description with all the details, this will open in the Sales tab.

13. Payments:

Payments shows how much the client has sent in relevant to the invoices.

Clicking on the Invoice ID will open up the more detailed invoice description with all the details, this will open in the Sales tab.

Payment shows the payment date and the method used to submit the payment, including any notes left by the client after doing so.

includes a total at the bottom so you know how much in terms of percentage has been submitted so far.

14. Expenses:

Expenses is what it costs the members to do the project, the page is a good way to see all details and plan totals.

Clicking on the Date will give you details and links that allow you to see the project, the members involved in the project and title and description.

You can add and edit the expenses at any moment.

Contracts holds the actual contract behind the project, and all the important information and plans for the project.

Additional contracts can be added and edited here.

Statuses can be added to the contracts, that lets the client know if it was accepted, declined or under review.