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Add comments to a task

September 09, 2015

As the work is being performed for the tasks, employees may have questions, comments regarding them. The same interface where you add your hours to a task, is where you can notify the person who manages the project with any concerns you may have. Find the task and press ‘Edit’. On this page, this task […]

How to report hours to an existing task

September 08, 2015

Once projects have been created and tasks have been assigned to them, people who are working on the tasks are responsible to report the hours for their work performed.   You can access all your tasks either from the widget on the dashboard, or from the ‘Project Management’ tab, going to ‘My Tasks’.   Find […]

Subscribers in Web3Box CRM

August 23, 2015

When you define a project, you are asked to choose a Project Manager. Then, when you post tasks, you are asked to assign the task to an employee. That means that you have two (2) people on your project, two people that will receive notifications for that task: comments, daily activity, reported hours, new documents, […]

Projects Funnel and Projects Widget

June 24, 2015

Let’s discuss all the information you can get from the My Projects funnel and Widget and how you can manage any aspect of both of them without leaving your dashboard. To help you better understand, watch the video below: When you click on a stage in the funnel, you’ll see the Project name, type, due […]

Overview of the Project Management section of the Web3Box CRM

May 29, 2015

In this video & article we go over the entire project management system. We will showcase how to: 1) Add Projects 2) Add Tasks 3) Create Invoices for Tasks 4) Submit Invoices for Tasks 5) Send Invoices for Projects First, go to Project Management and My projects. This is where you’ll find all open projects. […]

Attach/upload documents to Projects or Tasks

May 01, 2015

Let’s talk a bit about uploading documents for Projects and/or Tasks. For example, we have a project “Project A” and two tasks “Task A”, “Task B”. Project “A” is attached to a Customer and the Customer sent us some files such as invoices, project details, images, etc. These documents are supposed to be shared with […]

How to define the CRM Employee Hierarchy

April 22, 2015

Employee Hierarchy means the arrangement of individuals within a corporation according to power, status and job function. What you can see and manage in the crm is dictated by the hierarchy you set. Employee Hierarchy can only be defined by a crm user with Administrator rights. See below a general company structure and the necessary […]

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