Create Activities/Tasks for a ProjectsProject 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 select Project Activity:
Create Appointments for Projects/Project ActivitiesAppointments can be created from either the Project or from the Project Activities:
Create Appointments from the Project record
Create Appointments from the Project Activity
To find out more about how to create and Manage Appointments please visit Creating Appointments
Project Stages and Types
Administrator users can configure the Project Status and Type drop fields to reflect:
- the different statuses that your business has for its Projects
- the different types of Projects that your business is running
Track Emails and NotesAdministrator user can screen design the Correspondence section on the Project screen design or the Project Activity screen design so that all communications related to each Project or Project Activity can be found in one place
- view each correspondence items
- replaying to emails – to find out more about correspondence click here
- adding links to emails – to find out more about links click here
- add notes – to find out more about notes click here
Add Documents to ProjectsAdministrator users can screen design the Document storage section on the Project. The Document storage section allows users to upload files like Excel or Word document against the Project record for easy access
To find our more about uploading documents to Gold-Vision please visit Viewing and Uploading Documents
Create Documents from Templates
Document Template functionality is available against Project and Project Activities.
This allows users to create personalised documents from each item containing the Project or Project activity information.
To create a document from template click on the template icon, select your template and generate the document. This will then be saved in the documents section against the Gold-Vision record.