Projects App

Get Work Done
  • Create a multi level Task Structure
  • Create Milestones and Sub Projects
  • Include Employees and Customers
  • Choose a free forever plan or a paid plan

Comprehensive Work Structure

Implement comprehensive work breakdown structure using Milestones, Sub Projects, Tasks and Sub Tasks. Integrate other activities like Appointments, To Dos into the Project.

Integrated with CRM

Collaborate with your Customers using the Projects App. Provide view access to Projects to your Customers.

Integrated with Invoicing

Create Invoices for work done in Projects. Select the tasks you would like to include in each invoice to implement milestone based billing.

Project feature list

  • Context sensitive help

    Available
  • Mobile Access

    iPhone App
    Can set customized project statuses
  • Create a sub-project for a project

    Create a new sub-project
    From a template
    From another project
    Assign an existing project as a sub-project
  • Newsfeed available for

    Appointments Call logs
    Changed task assignee
    Changed task due date
    Changed to do assignee
    Customer changed
    Description changed
    Documents
    End date changed
    Milestones Notes
    Priority changes
    Projects created or deleted
    Project name changed
    Sent an email Someone changed project status
    Someone is added to a project Someone is made project manager Start date changed
    Status changed
    Tasks
    Team member added or removed
    To dos
  • Project dashboard

    Standard project dashboard for employees Search Projects from dashboard
    Display specific project statuses on dashboard
    Filter projects by employee
    Filter projects by priority

Demos

  • Apptivo Projects Storing Documents Related To Project

    This Video will show you how to store documents that are related to your project.

  • Apptivo Projects Team

    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.

  • Apptivo Projects Scheduling Task

    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.

  • Apptivo Projects Scheduling Milestone

    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.

  • Apptivo Projects Elements Of a Project

    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.

  • Apptivo Projects Creating Task

    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.

  • Apptivo Projects Completing A Task

    This video will show you how to mark a task as completed in the Apptivo projects app.

  • Apptivo Projects Collaborating A Customer Contact

    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.

  • Apptivo Projects Adding Tasks To 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.

  • Apptivo Projects Adding New Tasks In a Milestone

    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.

  • Apptivo Projects Storing Documents Related To Project

    This Video will show you how to store documents that are related to your project.

  • Apptivo Projects Team

    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.

Posts

  • Apptivo Project Management Wins Smart Choice Award!
    Apptivo Project Management Wins Smart Choice Award!

    We’re pleased to announce that Apptivo’s Projects App has captured a “Smart Choice” award from FindTheBest.com. After combining reviews from several professional sources, they produced a score of 95 out of a total 100 points! We’d like to send out our thanks to everyone who has been a part of the Apptivo community over the …Read more

  • More CRM Enhancements, and Projects V5 Beta – October 26th Update
    More CRM Enhancements, and Projects V5 Beta – October 26th Update

    This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many …Read more

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