Ability to create client specific projects to track ad-hoc work
Creation of project for Clients for notices or business services
Ability to assigned projects to team member(s)
Track progress of the projects
How to use?
Navigate to Client Dashboard > Projects Tab > Add a Project
Enter the Project details including project name and business name (if applicable)
Select the team to be assigned to
Select project type if it's miscellaneous or notice or any business services related
Navigate to the appropriat sub-tab and click on project name to view the project details
The details above can be edited in the project details view
Project related tasks and documents can be added from this screen
Ability to create tasks in a projects
Creation of tasks for a given projects
Ability to assigned tasks to team member(s)
Track progress of the individual tasks
How to use?
Navigate to Client Dashboard > Projects Tab > Appropriate Project sub-tab > Project Name
Add new project tasks by clicking on the + button
Assign tasks to team members from the project team
Edit Task status, completion percentage, team members and notes, if any
Individual task completion percentage rolls up to overall project level
Ability to create project templates for recurring tasks
Creation of project templates for recurring tasks for a client
Adjust frequency of the recurring task to monthly, quarterly or yearly basis
Automated creation of project templates for business services
How to use?
Navigate to Client Dashboard > Projects Tab > Add a Project
Select Project Template
Enter the details similar to a new project
Select frequency (mothly, quarterly, yearly) and enter appropriate details
This template will automatically create a project periodically based on the selected frequency
Adding a new business with services automatically creates templates and consequently the projects
