Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track …Read more
Category Archives: Projects
Online Project Management, Time Tracking, and Customer Invoicing in Apptivo
Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project. Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets. Our solution includes the capabilities to completely …Read more
Posted in Blog, Invoices, Product Blog, Projects, Timesheets
Tagged in invoices, Online Projects, Project Billing, Project Management, timesheets
Tagged in invoices, Online Projects, Project Billing, Project Management, timesheets
PROJECTS 4.0 NEW LOOK
Apptivo continuously improves itself by adding new and updating features, with these new updates, we are stepping ahead with the Projects App. We have taken into consideration of what many of our customers have said and have come up with this new look and feel that we hope you will enjoy. NEW LOOK: Simplified navigation …Read more
Allow a Customer to View & Collaborate on Your Projects
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows …Read more
Posted in Blog, Contacts, Customers, Projects
Tagged in collaboration, create an account, customer collaboration, customer interaction, project team
Tagged in collaboration, create an account, customer collaboration, customer interaction, project team
Collaborate With Classmates on School Projects with Apptivo’s Projects App
Although Apptivo is designed for use in the business world, it’s project management capabilities translate very well for use in the classroom. The projects app can help you collaborate with fellow students to work on group projects, and easily organize the tasks needed to complete the project, and assign them to the proper persons. Certain …Read more
Posted in Apptivo, Blog, Projects
Tagged in business applications software, college, create an account, project milestones, project scope, project team, students
Tagged in business applications software, college, create an account, project milestones, project scope, project team, students
Using Apptivo for managing software projects that use the Waterfall method
This is my first post on the Apptivo blog. I joined Apptivo a few months back and I am responsible for operations and marketing at Apptivo. Over the next few posts I plan to share my thoughts on how Apptivo can be used as a project management tool for various software development methodologies. This is …Read more
Posted in Blog, Product Blog, Projects
Tagged in Project Management, Projects, Software Project Management, Waterfall methodology
Tagged in Project Management, Projects, Software Project Management, Waterfall methodology
Installable Demos – Create Sample Data to Test & Learn Apptivo
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it? …Read more
Posted in Blog, Customers, General, Projects
Tagged in configuration, create an account, demo firm, set up your business
Tagged in configuration, create an account, demo firm, set up your business
How can I bill a customer for hours tracked in a project?
The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App. Click over to your Invoices App, and you’ll see a button at the …Read more
What information to I provide when creating a new project?
The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and Im looking for software that will give us organization, but dont want to be bogged down by process. The Answer: It sounds like Apptivo would be a …Read more
How do I customize the projects app for my company?
The Question: I am a project manager at a medium sized firm, and Im interested in using the projects app for managing our projects. What options do I have to customize this app, what should I change before we start entering projects? The Answer: The projects app has several groups of configuration settings that allow …Read more
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