Download to read offline
Uploaded byApptivo
Getting Started With Project Management - Apptivo
The document provides an overview of Apptivo Project Management, including its key functions and features. It discusses the four primary functions - project data and portfolio management, task management, collaboration and communication, and time tracking and billing. Additional features covered include a unified task and calendar management system, integrated task timers and timesheets, flexible scheduling via an interactive Gantt chart, deep field customization and search capabilities. Finally, it provides a quick setup agenda with the minimal steps to get started.
More Related Content
Similar to Getting Started With Project Management - Apptivo
Getting Started With Project Management - Apptivo
- 1.
- 2. Agenda 1. What isApptivo Project Management? 2. The Four Primary Functions of Apptivo PM 3. Features & Key Configuration Settings 4. Attack Plan for a Quick-Setup 5. Walk-Through of Configuring a New Company
- 3. What is Apptivo? Platformof 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools
- 4. Technical Details Infrastructure Rock-Solid 24x7 •Hosted in USA • Real-time off-site backups • 256-bit SSL encryption of all communications • Disaster recovery environment hosted with Amazon Compatibility Work From Any Device • 100% Cloud • Optimized for all modern web browsers • iOS/Android (tablet & phone) • Tech includes AngularJS, Bootstrap, Java, HTML 5 Security Access Control For: • Access to apps • Access to records • Access to fields on records • Emails & activities • Collaboration features • Reports & navigation
- 5. Your Business RevolvesAround Projects CRM & Quoting Help Desk Tickets Invoicing Your Project Time & Expenses
- 6. The Four PrimaryFunctions of Apptivo Projects Project Data & Portfolio Management Tools to manage multiple projects, such as a template system, customizable fields, configurable dashboards & lists, and reporting. Task Management Create activities with dependencies to have project schedules generated automatically. All tasks & calendar events are easily categorized, and visible from the unified agenda. Collaboration & Communication There are several ways to communicate with customers & team members: a social news feed, call log, and area to track relevant notes & documents/files. Even send out email templates, and track conversations relevant to the project. Time Tracking & Billing Every task contains a work log to track the actual effort through a built-in timer. A separate timesheets app is directly integrated with these work logs to allow approval of logged time, or a manager can invoice directly from the project.
- 7. Unified Collaboration &Activity Management Task & Calendar Management IMAP Email Tracking & Mail Templates Unified Agenda Link Documents From Dropbox & Google
- 8. Flexible Scheduling viaInteractive Gantt Chart Manage Task Dependencies & Scheduling Constraints Edit Project Schedules With Drag-and-Drop Track Multiple Projects Together
- 9. Integrated Task Timer& Timesheets Work Logs On Every Task Built-In Billing & Activity Reports Use Timer or Log Bulk Hours Email Approval for Timesheets Generate Timesheet From Project Tasks
- 10. Deep field customization& search capabilities All Fields Searchable Multiple Layouts Unlimited Attributes Field Sharing & Security
- 11.
- 12. Minimal Steps toGet Started 1. Create Your Account 2. Customize Your Navigation & Connect Email 3. Configure Fields, Layouts, Views 4. Create Project Templates (if needed) 5. Add Users & Customers (if needed)
- 13. Thank You! Contact sales@apptivo.comfor a personal demo