Project management
Organize projects, stages and owners inside the CRM.
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- How to assign a task, set its priority and set its datesWhen creating a task, use Add assignee, Priority and Select date in the composer. On an existing task, open the card, click Assignee (one person with access to the space), Priority (Low, Normal, High, Urgent) and Dates (a single date or a range), then save. For several people, use subtasks.
- How to create a space, lists and the statuses for a projectUnder Contacts › Tasks, click the + next to Spaces, name it, pick a color and click Create. From the space's menu, use Create list (or Create folder, then the list) for each project or client. Under Status options, add statuses in To Do, Doing and Done: they become the board's columns.
- How to create a task and subtasks in a projectUnder Contacts › Tasks, open the list, click Add task (or + Add Task at the foot of a column), name it, set the assignee, date and priority, and save. Open the task for the description, fields, CRM records and comments; under Subtasks, click Add Task for each step.
- How to track a project's progress in Kanban and list viewsUnder Contacts › Tasks, open the list and use the View control to switch between Kanban view (cards in columns by status, drag to move forward) and List view (a table for reviewing many tasks). Use Group by, the assignee, status and date filters, and save the combination as a smart list with + View.
- What project management is and how to get startedProject management lives under Contacts › Tasks: it organizes your team's work into spaces › folders › lists › tasks › subtasks, each task with a status, assignee, dates and priority, linked to the contacts it relates to. Start by creating a space, a list and your first task.