Questions by Category: "Projects"

While creating projects, Apptivo allows users to add the start date and end date of your projects. You can disallow your employees from adding past dates in the projects. Let’s walk t...more

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly. There are some default views provided in th...more

In the Projects app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the mobile layout using th...more

Sorting is used for better navigation to get the information easily on the Projects App Steps to create Sort Ranges Login and access the Projects app from the universal menu. Click on t...more

In the Projects App, the left navigation view settings allow you to easily filter the projects according to your preferences. For instance: If you do not want to view the By Status opti...more

The Projects App of Apptivo allows you to add activities to your projects. The name of these activities can be renamed as per your business purpose. In the Projects App of Apptivo, sele...more

The Projects App of Apptivo enables you to add the billing information in all the projects. You can control what options are displayed in the project billing section. In the Projects A...more

Projects app has many default standard reports. It allows you to export the reports for each employee's different workLog times. This report provides information about employee project ...more

Message templates allow you to set up pre-defined messages. These are customized email messages that you can send to your customers. Steps to create message templates Login and access t...more

The Projects App of Apptivo allows you to convert your projects to other applications. By default, you can convert your projects into invoices and timesheets. You can also disable this ...more

Projects App allows you to create milestones and add tasks into the milestones using the "Add" option in the milestones overview page. You can also add more than one task in one milesto...more

A project can be converted to timesheet either by creating a project or by selecting from an existing project from the status dashboard. To track the time for a project task it is conve...more

Initial Project creation is as simple as it gets. Although you have the option to go through set up thorough organization and information about every project, only a couple of fields ar...more

In the Projects App, cases are nothing but gaining control of the problem or an issue while initiating a project. It will be in a short written form. You can create or add cases related...more

You can update your project information quickly using an inline editing function. Steps to edit a project Log in and access the Projects app from your universal navigation menu. Select ...more