Navigation:  5 Using Total Enterprise CRM > 5.9 Activity > How to work with Activity? > How to create or edit a project?

 

A project is best described as a collection of different tasks. For example – suppose TI wished to send a trade newsletter. This could be a project – and it would contain tasks such as “Create content”, “Layout Content”, “Print Newsletter”, and “Send Newsletter”. Rather than having these as unrelated tasks in the system, “Projects” provides a useful way to organize things into logical groups which can be followed up and easily managed.

 

You can create a new project by following these easy steps:

 

Step 1: Select 'All Projects'

 

 

On ribbon, click the "Activity" tab.

Under Projects group, select "All Projects".

 

Note:

To edit any existing project, double-click that project from grid under "All Projects" or "My Projects" command and then move to Step-3

 

Step 2: Select 'New'

 

 

Right click anywhere and from context menu, select "New" and then move to Step-3

 

Note:

You can also create a new project either by double clicking anywhere on blank area of above screen or by choosing "New" command on quick-access toolbar.

 

Step 3: Fill the Form

 

 

The project form contains all of the information related to a project like name, description, start & end date, company/contact to which this project is attached etc. You can assign this project to any user/employee of this CRM system.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

 

At the bottom of the screen you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc.  If you need to edit any record – a quick double click will launch an editor/form for editing.

 

The grid located in the bottom pane of above screen stores interaction-history, broken down into few more tabs. These tabs are described here:

Tasks: Tasks for this project

Hours: Hours reserve for this project

Notes: Any note to this project

Documents: Explanatory documents for this project

 

Note:

To avail additional options under any grid, right-click inside of that grid and choose desired option from context menu.     Alternatively:

Click anywhere inside the grid and choose from any of available options from quick-access toolbar appeared above the ribbon.

 

 

Using the ribbon commands of above window, you can further interact with this instance. To do so, you can choose any of the actions listed below:

Although  some of these actions are described  for "Company" but same technique can be applied to "Project".

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.

You can create a new project by following these easy steps: