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Project Team

Assign teams to your projects

Category:
CRM
Availability:
Basic plan

Do you manage projects in teams and need to identify the collaborators involved in each project?

Do you use project codes to track assignments or customer contracts over time, and would like to list project-related collaborators?

With theProject Teamapp, assign members to your project codes, for better project management! 
You can also simplify the link between sales documents or time spent and the project code, by reducing the selection of project codes displayed to the list of those in progress on which the employee is working.

In this way, each user gains in efficiency by retrieving only the project codes of which he or she is a member.

Activating theProject team app adds the following elements to your application: 

  • on your project code" sheets: aUsers who are members of this projectblock to add the list of employees and managers working on the project
  • on quotesapp to invoices and other commercial documents, but also on timesheets : selective display of project codes that can be attached to the part, taking into account the project member's status.

In this way, only current project codes, of which the employee is a member, are proposed and can be selected. No more project code assignment errors! 

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