Apptivo continuously improves itself by adding new and updating features, with these new updates, we are stepping ahead with the Projects App. We have taken into consideration of what many of our customers have said and have come up with this new look and feel that we hope you will enjoy. NEW LOOK: Simplified navigation…
Posts Categorized: Projects
Allow a Customer to View & Collaborate on Your Projects
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows…
Collaborate With Classmates on School Projects with Apptivo’s Projects App
Although Apptivo is designed for use in the business world, it’s project management tools translate very well for use in the classroom. The project management software can help you collaborate with fellow students to work on group projects, and easily organize the tasks needed to complete the project, and assign them to the proper persons….
Using Apptivo for managing software projects that use the Waterfall method
This is my first post on the Apptivo blog. I joined Apptivo a few months back and I am responsible for operations and marketing at Apptivo. Over the next few posts I plan to share my thoughts on how Apptivo can be used as a project management tool for various software development methodologies. This is…
Installable Demos – Create Sample Data to Test & Learn Apptivo
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it?…
How can I bill a customer for hours tracked in a project?
The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App. Click over to your Invoices App, and you’ll see a button at the…
What information do I provide when Creating a New Project?
The Question: I am a prospective customer, and would like to understand how easy it is to make projects. My business creates many small projects every day, and I’m looking for software that will give us organization, but don’t want to be bogged down by process. The Answer: It sounds like Apptivo would be a…
How do I customize the projects app for my company?
The Question: I am a project manager at a medium sized firm, and I’m interested in using the projects app for managing our projects. What options do I have to customize this app, what should I change before we start entering projects? The Answer: The projects app has several groups of configuration settings that allow…
How do I add people to my project team, what happens when I do?
The Question: I understand the concept of building a Project Team, but I would like to get a better understanding of how Project Teams works specifically in Apptivo. The Answer: Project Teams are built from a combination of people from your Employees app, and also from your Contacts & Customers apps to handle various projects…
What are Project Milestones, and How do I use them?
The Question: I think I have a decent idea about what Project Milestones are, but I was wondering if a pro could give me a general breakdown on what a milestone is, and some guidance on how to create a good milestone. The Answer: Project Tasks and Milestones is the important feature of a Project…