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.

Creating A Project

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.