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Articles tagged "project" returned 9 results.

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Managing Projects

Who is it aimed at? Anyone interested in managing Projects and Activities in Gold-Vision What does it cover? Overview of the workflow process to create and manage Projects, Activities and reporting.   This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end.

Using Projects in Gold-Vision

Who is it aimed at? Users managing Projects and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along with logging time, project flows view and reporting.

Managing Projects

Who is it aimed at? Anyone interested in managing Projects and Activities in Gold-Vision What does it cover? Overview of the workflow process to create and manage Projects, Activities and reporting.   This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end.

Managing Projects

Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage follow up actions.  Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and…

Introduction to Projects

Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in your CRM into simpler to manage section. Projects can be managed between their start and end date with Activities representing each milestone, which have a…

Creating a Project

Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 - from the New Item Menu Click on the Plus icon and select Project:

Setting up Products with Time / Units

This video will show you have to configure Products with Time / Units.

Configuring time

This video will show you how to configure Time

Using The Flows View

The Flows view allows users to see data (for example Projects) in a view showing cards with 'swimming lanes'. Cards can be dragged and dropped in to different lanes.