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
- 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
Timesheets for a project
Approved by project manager
Approved by customer manager
Approved by employee's managerActivities for a project
Task
Appointment
To-Do
Call Log
Email
FaxCreate a project team
Include employees in a team
Include contacts from a customer in the teamSet project scope
Add a requirement to the scope
Add a case to the scopeProject attributes and capabilities
Add a requirement to the scope
Add a case to the scope
Create a milestone for a project
Add tasks to a milestone
Milestone start date and end date
Set milestone status
Assign milestone to a personProject status configuration
Standard project statuses
Can set customized project statusesAdd notes for a project
Create notes with a rich text editor
Assign a label to the noteDocuments
Upload documents for a project
Email document from a projectProject attributes and capabilities
Employees can see only their projects
Employees can see others projects
Standard pre-configured roles
Create your own custom roles
Context sensitive help
AvailableMobile Access
iPhone App
Can set customized project statusesCreate a sub-project for a project
Create a new sub-project
From a template
From another project
Assign an existing project as a sub-projectNewsfeed 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 dosProject dashboard
Standard project dashboard for employees Search Projects from dashboard
Display specific project statuses on dashboard
Filter projects by employee
Filter projects by priority
Works With
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
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Project Time Tracking & Billing Bundle Quick Start Guide: -
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