Project boards and columns
Give each kind of work its own board, with its own stages.
Each company starts with one board. Add more for different kinds of work, for example SEO, Websites and Ads, or Quotes, Installs and Repairs.
Making a board
- Go to Projects and press + Board at the end of the board tabs (company admins can do this).
- Name it and add its columns in order. One column is the done column, projects moved there count as finished.
Change a board’s name or columns later with Edit board.
Starting a project
Press New project and pick the board it belongs on. Won deals open a project automatically, with the customer and budget attached.
The project team
Besides its owner, a project can have a team. Choose them when you start the project, or press Change on the project’s Team card. Their photos show on the board card, so you can see who’s dealing with it at a glance, and everyone on the team is told when the client replies, a form comes back or the project moves.
Messages
Open a project’s Messages tab to keep everything said about it in one place:
- Note for the team, only your team sees it.
- Email the client, sent to the contact you choose, with the project’s name as the subject. Their reply comes back to the same place, and the team is told.
An email that arrives in the Inbox about a project can be filed under it from the enquiry’s side panel (Project). On the client’s page, Messages lists every conversation with them, and can be filtered by project.
Templates
For work you repeat, set up a template in Settings → Project templates. Its tasks are added to the project, with due dates counted from the start.