Xeppo Support Centre

Sign In to your account

Projects (BETA)

Follow

Projects is a part of the Activities App. You will need CRM licensing to use this feature.

 

Projects at this point is in "beta" phase as we want to get your feedback. Projects as a result is only presently accessible directly within the Activities App.

 

Overview 

Projects allows you to create an orderly set of Activities to manage your standard processes or to manage a once off Project.

 

The Key features of Projects includes:

  • Define the Roles/Participants involved in the project
  • Ability to create Stages of a project
  • Associate Activities with a particular Stage
  • Trigger Activities at the commencement of a stage
  • Trigger Activities upon the completion of another Activity in the same stage.
  • Add/change Activities within a Project at any time
  • Create Project Templates for re-use
  • Ability to build custom views and reports

 

Projects is intentionally simple and easy to use.

 

We know your business needs to be agile and have ability to accommodate the unexpected!

 

Introduction to Projects

See projects in action..

 

Creating your First Project Template

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk