A project is the largest component of Team-Logic CRM. You can add notes, send emails, assign tasks, manage clients and track time from a project. Projects also have built-in security to allow certain users different levels of access. Your clients can view and contribute to a project from the client portal (if enabled).
Here are some good examples of projects:
Anyone with permissions can access a project.
Permissions come in three ways:
Once logged in to your application, select "Projects" from the "Team-Logic CRM" dropdown. This dropdown will appear by hovering over the "Team-Logic CRM" tab. You are now in the main project dashboard. Click the "Add project" button in the upper right corner of the header.
At the very least give the project a name and select a type. You may also add a new or existing client/ organization. The step is optional as you will be able to add clients and an organization after the project is created.
Firstly, you must be an administrator of the project. Click on the "edit" button on the first project tab, "Details". This button is located in the header of the "Project Details" box. From this dialog you may change dates, status, type and description of the project. You may also delete the project.
Note you must be a project administrator to change the type and status. To change these options you may use the project edit dialog outlined in the question above. There are also drop-downs in the "Project Details" section of the first project tab. Select the appropriate type and status using these drop downs.
The project system creates notes whenever you send an email. This is a great way to have a record of sending an email. You have two options:
Click the "add file" button in the "Files" section of the first project tab. Click the "browse" button in the upload dialog to browse your hard drive and select a file. It is recommended you create a "File Label" to keep track of the file's purpose.
Note you must be a project administrator to change staff options. Within the first project tab click "manage members" in the "Staff" section. Click the check boxes next to any staff you would like to add. You will need to choose from the following access levels, as are explained below:
*Note a user with the "Administrator" security level will automatically be able to view any project.
You can associate any number of clients to a given project. Once added they will be able to log into the client portal to view/update the project. You will also be able to easily email these clients through notes.
To add an existing client click the "Add Existing" button in the "Clients" section of the first project tab. You will be prompted with a search box. Enter the client's name or email and click search. This will return a list of clients matching these criteria. Check the client(s) you would like to add and click the "Add Selected" button. Clients will then be added to the project.
To add an existing client click the "Add Existing" button in the "Clients" section of the first project tab. Enter appropriate client information. At the very least add the name and email of the client.
When editing or adding a client there will be a "Permissions" tab. This governs what information the client can see or add if they log into the client portal. By default, all options are checked. Note that clients cannot view "Locked" notes or files regardless of these permissions.
Click the "Add Task" button on the "Tasks" section of the first project tab. From this dialog you will be able to create a title and description of the task in addition to status and dates. Select each employee the task will be assigned to. These tasks will be displayed on the staff member's "My Project Tasks" section of the project dashboard.
There are two ways to track time within a project.
The first and most convenient way is to simply add time when adding project notes. There will be a field for time in the lower left corner of the add note dialog. You will also be asked to input an hourly rate. This defaults to the "Billable Hourly Rate" that can be modified in the "My Profile" page. Adding time to the note will create a "copy" of the note content in time a tracking entry. These entries available in the "Time" tab of the project.
The second method is to add time directly. Click the "Add Time Tracking" button in the upper right corner of the "Time" project tab. You will be able to put the time amount and a description of the time. There will also be status choices for the time tracking, this is also available when editing a time entry. The status choices are as follows: