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 date and the Customer’s name.
If you click on the Project name, you’ll get all the information about it in a new window that’s still on the dashboard.
You can edit any of the fields, add a description, resources, such as files or images and Contract documents.
Additionally you can add a new task for this project, view Related tasks and add employees as well.
This same project also appears in the Project widget. When you click on it and press ‘Edit’, the same window pops up as before and you can perform the same actions.
Again, all this can be done right here on your dashboard, without having to go into each individual interface, such as My projects, or My tasks.
It is made very simple how you can manage your Projects and Tasks in the Funnel and the within the widget on your Web3Box CRM dashboard.
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