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 its scale.

Project Opportunities

You can:

  • nest projects into each other, forming hierarchy;
  • assign responsibles and observers and see who works on a particular project;
  • track intermediate and final results;
  • estimate 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.