Projects are a group of tasks, that can also have a set of statuses to move through. A project can be renamed to fit your business.
A Project can be a Kitchen to be designed and fitted.
A Project can be a Problem within a business that needs resolving.
A Project can be a Meeting Agenda & Minutes with Tasks as outcomes.
The tasks within a project can be planned in advance, or just be a list of things to do.
You can set up to 8 different statuses for your project. For instance, a Building Services Company may have the statuses:
- Lead
- Design
- Awaiting Response
- Plan Sub-Contractors
- Completion
- Invoicing
- Complete (mandatory status)
- Cancelled (mandatory status)
There are some templated fields for different requirements, such as 5 Why and Root Cause for problems, Attendees, Apologies, and Agenda for Meetings, and Customers for project based work.
There is a lightweight Customer database that can be used to record your customers in relation to project work.