Apptivo Project App SS

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Creating a Project
Apps Store
Scroll Arrow
Project App

• Project
• Please click on the Project icon found from the
  list of Apps which will be displayed.
• If you are not able to see the project icon,
  scroll and see the next set with the scroll
  arrow.
• If the Project App is not found, go to App store
  from where you would be able to add this App.
• For further assistance in Video please check our
  YouTube video by clicking on the link-

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Project Road Map

• Project Map gives a clear idea of how the
  Projects App is integrated with other Apps.
• Shows how it is connected to Customers in your
  CRM
• Shows how Notes and Documents are integrated.
• Employees and Contacts could be invited into a
  project.
• Once the Project is completed using Invoice App
  you would be able to Invoice the customer.
• Overall this is a clear map on how Projects App
  is connected to all other Apps in Apptivo.
• Once you click on the green Go to Projects App
  will take you into the App.

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Project Dashboard
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• Dashboard will reflect information about all
  projects. Depending on the status they will be
  classified into 4 main category.
• Awaiting Kickoff are projects not yet started
• On track projects are running on time and as
  scheduled
• Behind schedule is something which is having some
  delay
• Troubled projects would need some attention as
  maybe they are overdue and has tasks not
  completed under milestones.
• Click on the green button Create Quick Project
  to initiate a project.
• We will be having a separate slide regards to
  Dashboard.

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Project Fields

• Provide your project with a name.
• Description- you can provide a highlight
  information about the project.
• Start date of your project.
• Assume a end date for the project to get over, at
  anytime you would be able to change this by using
  edit.
• Customer field will suggest the customer names
  when you start typing in and if already exists in
  your contacts list. Incase if it is a new
  customer you have an option to create a new
  customer here.
• Clicking on create will create this project.
• Once you create a project you get a feedback
  screen.

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Project Details
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• Every Project created will have its own work area
  and above is the work are of the project created.
• Overview Gives detail about the project and the
  works due and activities.
• Milestone allows you to split the project into
  smaller slices with their own start, end date and
  tasks involved in it.
• Notes is a recordable space where you could save
  notes related to the project.
• Activities have Tasks, Appointments, Email and
  Fax options under it.
• Documents is a section where you would be able to
  upload and store documents related to the
  project.
• Team is the section where you would be able to
  add employees or customers to the project.
• Scope is a section where you could record
  Requirements and Scopes.

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Contact Detail
The above information is brought to you by
Apptivo, Inc. Contact Us support_at_apptivo.com
983 Corporate way Fremont, CA The Apptivo
Blog Learn More About Apptivo Projects
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Blogs You could also see Videos related to
Project and other Apps in our YouTube
Channel.
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