Managing Projects

The Projects module allows you to access and manage your projects directly from the mobile app.

Accessing and Viewing Projects

To view your projects, navigate to the Modules screen and select Projects. From this section, you can access several predefined lists:

• All projects
• Projects by workflows
• My projects
• Archive

Tapping on a list opens the project view. Each item in the list displays the project name, associated company, deadline, and current stage, along with a summary of its Estimated Revenue, Expenses, and Profit.

You can switch between All Projects, My Projects, and Archive using the dropdown menu at the top of the screen.

To find a specific project, you can use the Search bar or apply filters and settings:

• Tap the Filters button to filter by Project Manager, Project Workflow, CRM Account, Stage, Start Date, End Date, Group, or Tags.
• Tap the three-dot menu icon and select Settings to Group by or Sort the project list.

The Project Overview

Tapping on a project opens its detail page on the General tab. This screen provides a summary of the project, including:

• Financials: A summary of actual/plan income, expenses, and profit.
• Project Manager: The team member managing the project.
• Timeline: The project's Start and End Dates.
• Progress: The current project stage with a visual progress bar and checklist of items for that stage.
• Customer: The associated customer's contact information.
• Comments: A field at the bottom to write and send comments.

Navigating Project Tabs

A project's information is organized across several tabs at the top of the screen:

• General: The main overview screen.
• Finance: A detailed financial breakdown, including Actual / Estimation amounts, Profitability, and Balance.
• Tasks: A complete list of all tasks associated with the project, with its own search and filter options.
• Team: A list of team members, such as the Manager, assigned to the project.
• Files: A browser for all documents and files attached to the project.
• Notes: A space for any project-related notes.

Project Actions

To perform actions related to the project, tap the three-dot menu in the top-right corner. This opens a menu with the following options:

• Copy link
• Share
• Create: Opens a sub-menu to add a:
  • Create task
  • New Event
  • Revenue
  • Actual Payment
  • Expense
  • Actual Expense
    
• Documents: Opens a sub-menu to:
  • Create Invoice
  • Create Estimate
    
• Edit
• Archive