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Project & Task Module
Introduction to Project Module
Introduction to Project Module
Table of Contents
What project module can do
What project module can do
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Define a status of opportunity and a probability if the project is a lead.
Manages projects as a hierarchy of tasks
Assign internal or external users on tasks
To share projects across users, providing to each assigned user the proper view of tasks and projects
To track time spent on task per working slot and user.
Can generate invoices from time spent.
Assign any object (invoice, order, proposal, intervention, manufacturing order…) or document or URL to projects and tasks.
provide a full view of the project with time planned and spend, Gant view and all documents
Support custom fields for projects and tasks
Custom document for projects and tasks reports
How to Add a New Lead/Project
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