Questions by Category: "Projects"

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

The visibility of the templates in the Projects App can be customized according to your business requirements. That is, you can change the visibility of a template from the “Template ...more

Work log helps you to keep track of your hours of effort spent on projects. If an employee is involved in more than one project, they will want to track every little segment of time spe...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

The projects app helps to create and maintain projects provided by the clients. You can assign employees to keep track of all the projects. Also, provide data-level access for the emplo...more

Customize App Customize app are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They can be qu...more

Billing method Billing method  which allows you to choose your own method to fix the project rate and also layouts the project rate by the milestone base rate, customer approved amount...more

You can schedule follow up of the project, for continuous monitoring of the activities of project team and communication about the performance of that project. Steps to schedule a follo...more

Projects app allows you to customize your advanced features, which helps you to hide/show the sub projects, milestones and scope of the project. Steps to customize advance features Log...more

In order to view projects by billing method you need to configure “Left panel views” settings in order to show “Billing method” in the projects home dashboard. Steps to view pro...more

You can customize reports setting in order to edit, re-arrange or give custom access to your employees. You can hide or show report option in your account. You can also give access to y...more

Steps to view call logs in projects Log in and access Projects App from your universal navigation menu bar. Select any project and overview it to view more information. Click on “Mor...more

With the Projects app you can assign users to a particular project as an employee or a contact. By adding employees in to the project you have an option to change the project manager. ...more

Status of a project You need to configure the “Views” settings of Projects app to enable “By Status” view on the home dashboard. To View Projects By Status Log in and access ...more

Projects settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Log in and access Projects App from your ...more