This Video will show you how to store documents that are related to your project.
This video will walk you through how to build your team in the Apptivo Projects app. This will allow you to assign employees and customer contacts to specific projects.
This video will show you how to schedule a task in the Apptivo projects app. This will allow you to determine when task must be started and completed.
This video will walk you through how to schedule a milestone for a project in the Apptivo projects app. This will help keep you up to date and on track with what needs to be completed in order to move forward.
This video will show the different elements of a project in the Apptivo projects app. This includes things like tasks, milestones, notes, and assigning employees to a project.
This video will walk you through how to create a task in the Apptivo projects app. This will allow you to create tasks related to the project that need to be completed.
This video will show you how to mark a task as completed in the Apptivo projects app.
This video will walk you through how to add tasks to a milestone in the Apptivo projects app. This will allow you to delegate what needs to be done in order to achieve a milestone.
This video will walk you through how to create a task in the Apptivo projects app. This will allow you to create tasks related to the project that need to be completed.
This video will show you how to add new tasks to a milestone in the Apptivo projects app. This will allow you to create new tasks quickly and assign them to milestones.
This Video will show you how to store documents that are related to your project.
This video will walk you through how to build your team in the Apptivo Projects app. This will allow you to assign employees and customer contacts to specific projects.
For many small & medium businesses, managers are unsure whether implementing a CRM or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many different questions to ask yourself. Everyone knows that the customer is a cornerstone of any business, and sales force …Read more
This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation. …Read more