Projects

Projects are the planned activities to achieve a particular aim.

Adding a new Projects

Joforce CRM lets you to add new projects in different ways,

• Adding Projects info Manually

  • Click on the + Add Project button in the List View.

  • Add the appropriate details

  • Finally, click on Save.

• Using Quick Create Button

  • It lets you to quickly add Project info from anywhere in Joforce CRM.

  • Click on the + icon in the top Quick Actions Menu bar

  • Choose Project from the drop down

  • In the Quick Create project popup, add the related information

  • Once done, hit Save

  • You can also access the complete Project Form right from here by clicking on Go to full form.

• Importing Projects from Existing Files

  • You can get all your existing Project information from different sources inside Joforce CRM. Gather the list of all your Project information from different sources and convert it into CSV file and import all in one in just a click.

• Converting a Deal

  • Whenever you won a new Deal, you can convert them into a new project and efficiently track it’s progress.

    • Go to the detail view of the Deal and click on Convert Project in the top menu.

    • In the Convert Deal overlay, the Opportuinity Name is copied to the corresponding Project data(if added the Lead data properly).

      • You can also change the information as per your needs

      • Finally click Save
    • Once you hit save, new records are created in Project and remove records from Deal. The data creation and the information transfer from Deal to Project done based on Mapping.

Default project fields

By default Joforce CRM offers you with a List of fields, to add the project related information into Joforce CRM.

<img src="https://cdn.joforce.com/documentation/assets/projects-default-fields.png" alt="projects-default-fields" style="width:80%"

You can easily add custom fields to your project module to add more information.

Managing records in Projects module

Common action performed

• Click on List text box in the top → click on Create New option beside the LISTS to create custom filters.

• Click on Import → To import all your existing project information

• Click on More

  • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields

  • Workflows → To add workflows related to your Task and Events.

  • Picklists Values → To modify the picklist values

  • Numbering → To create custom numbering,/a> for records

  • Merge selected records → To merge the records

  • Find Duplicates → To find duplicate in the module

  • Export → To export the data to external source

Action performed in the list view

• Click on the Search icon in the right corner→ To search for records in that module

• Click on the Box icon in the right corner → To alter the header menu

• Double click on the menu → To sort the menu.

• Bulk Actions on multiple records → Select the desired records → click on the drop down menu in the top

  • Follow - To keep track of a record

  • Unfollow - Disable when you no longer need to keep track of a project

  • Add Tag → To add different tag for the selected records

  • Edit → To edit the selected records on the whole (Mass Edit)

  • Delete → To Delete the selected records(bulk deletion)

  • Comment icon → To add comments to selected record

Actions done on single record

• Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.

• Click on the drop down in the right corner of each record

  • Details → Navigate to the detail view of the record

  • Edit → To edit the record

  • Delete → To delete the selected record
• Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view

Action performed in the detail view

• Click on Add Tag below the Project icon → To add tag

• Follow - To keep track of a project

• Click on Edit → To edit the record

• Click on Add Project Task → To add all the task related the current project

• Click on More

  • Delete → To delete the record information

  • Duplicate → To replicate the already existing record to create a new one.

View/ addition of other module records related to the particular Project

You can easily view/ add the other module records related to a specific project.

• Go to the detail view of the particular record

• Click on the appropriate module icon. It displays all the related records.

• You can also relate a new record either

  • By selecting from the already existing records

  • By adding a new record to that module

The list of modules included are

• Project Task, Project Milestone, Documents, Tickets, Email, Activities, Quotes.