Create Projects
CRM for Business simplifies project management, enabling seamless collaboration between you, your team, and clients. Create projects to facilitate shared information and collaboration.
Creating A Project
To create a project, use the (1) Quick Add icon or (2) Add Project Button.
Mandatory Information:
- Project Title*
- Client*
- Start Date*
Optional Information:
- Deadline
- Assigned users
- Project Manager (Admin-level access)
- Billing information (Fixed Billing, Hourly Billing)
- Estimated Hours and Costs tracking
- Project Description
- Assigned Users Permissions (Collaboration on tasks)
- Client Project Permissions (View Tasks, Tasks Participation, Create Tasks, View Time Sheets, View Expenses)
- Project Progress (Automatic or Manual calculation)
- Category (Create via settings dashboard, e.g., Design, Urgent, Web Development)
- Tags (Identify important project details).
*Required information
Editing A Project
To edit a project, click on the Edit Icon, as shown in the image below:
Deleting A Project
To delete a project, click on the Delete Icon, as shown in the image below:
When a project is deleted, all associated items/resources are also removed, including:
- Invoices
- Tasks
- Files
- Comments
- Etc., etc.
Addition Editing Options
Access additional editing options for your project by selecting the ‘More’ icon, as depicted in the image below.
Contact us:
We will reply you within 1-2 business days.