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Projects Tips and FAQs

 

tips

faq

 

Tips

Use Alerting to automatically trigger the creation of the next activity when one is closed.

Use Alerting to up date the Status of a Project when an Activity is completed.

Create Dashboards to monitor your Projects. See more.

Use templates to save re-keying time and improve accuracy by using merged information from the Project or activity records. This also ensures that your team are using agreed formats. See more

 

 

Use the In-item Project Report to see a full overview of a Project

FAQs

How do I add other contacts to a Project?

How do I add colleagues to a Project?

 

How do I add other contacts to a Project?

Use the Send email option to communicate with everyone connected to the Project

How do I add colleagues to the Project?

Use the Send email option to communicate with everyone connected to the Project