PROJECTS 4.0 – NEW LOOK

Posted on 5:48 am, October 27, 2012 by Ram Renga

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Apptivo continuously improves itself by adding new and updating features, with these new updates, we are stepping ahead with the Projects App. We have taken into consideration of what many of our customers have said and have come up with this new look and feel that we hope you will enjoy. NEW LOOK: Simplified navigation…

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How can I bill a customer for hours tracked in a project?

Posted on 11:27 am, April 18, 2012 by kdevarakonda

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The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App.  Click over to your Invoices App, and you’ll see a button at the…

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What information do I provide when Creating a New Project?

Posted on 11:08 am, April 18, 2012 by kdevarakonda

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The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and I’m looking for software that will give us organization, but don’t want to be bogged down by process. The Answer: It sounds like Apptivo would be a…

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How do I customize the projects app for my company?

Posted on 11:07 am, April 18, 2012 by kdevarakonda

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The Question: I am a project manager at a medium sized firm, and I’m interested in using the projects app for managing our projects. What options do I have to customize this app, what should I change before we start entering projects? The Answer: The projects app has several groups of configuration settings that allow…

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How do I add people to my project team, what happens when I do?

Posted on 11:05 am, April 18, 2012 by kdevarakonda

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The Question: I understand the concept of building a Project Team, but I would like to get a better understanding of how Project Teams works specifically in Apptivo. The Answer: Project Teams are built from a combination of people from your Employees app, and also from your Contacts & Customers apps to handle various projects…

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What are Project Milestones, and How do I use them?

Posted on 11:05 am, April 18, 2012 by kdevarakonda

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The Question: I think I have a decent idea about what Project Milestones are, but I was wondering if a pro could give me a general breakdown on what a milestone is, and some guidance on how to create a good milestone. The Answer: Project Tasks and Milestones is the important feature of a Project…

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