Using Projects

What are Projects?

Projects is a section of Smarty CRM for managing company's affairs. 

A project can be a long lasting task. For example, building a house, preparing for a performance or creating a logo. A deal can also be a project.

An object color indicates the status of the object. For example, not yet in work, in work or completed. The size of the object indicates the project scale.

Video

Project Opportunities

You can:

  • nest projects into each other, forming hierarchy;
  • assign responsibles and observers and see who works on a particular project;
  • track interim and final results;
  • assess the time spent;
  • link projects to other objects: chats, service notes, contacts, tasks, files, etc;
  • move projects between groups;
  • set visibility of project groups via access rights.

  1. Stages. More...
  2. Settings to change the group properties. More...
  3. Types of display: as tiles, a list, photos, on the map or calendar view.
  4. General filters and sorting. More...
  5. Filters by regions and areas of responsibility. More...
  6. Export to Excel. More...