As you know Apptivo recently underwent a major infrastructure upgrade to make the platform run faster than ever. Well, we’re at it again! Tonight we’ll be performing further upgrades to Apptivo, so the system will be inaccessible for a short while. You can expect inconsistent access during the hours of 6:00 PM – 10:00 PM …Read more
- Organize your cross-functional employees into teams
- Form communication channels between employees in different departments
- Enable better collaboration
- Make teams visible to managers from all departments
Use Teams instead of Individuals
Assign groups of people to Projects, Cases, and Customers and other Apps.
Cross Functional Teams
Identify and organize teams that consist of employees from different departments and maximize productivity.
Integrates with CRM
Identify the Customer associated with Service and schedule appointments ahead of the Service.
Teams feature list
Use Teams instead of Individuals
Projects
Cross Functional Teams
Identify and organize teams
Integrates with CRM
Identify the Customer
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
-
Server Upgrades Tonight at 6:00PM PT (GMT -7:00) -
Updates to Timesheets App & Requirements Upgraded to 4.0 – Apr 08, 2013 
We are happy to inform you about this weeks Apptivo release, which included an app upgraded to version 4.0, and also many new features, including updated interfaces in the Timesheets App. This release has also added a many new integrations between apps! Now, you can convert an estimate into a project, opportunity into project, case …Read more