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.
- 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.