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Getting Started With Project Management - Apptivo

The advanced features found in Projects App are Gantt chart, Milestones, Scope, Team, Budget and other common activities like 360 tab, news feed, calendar, follow up, emails, tasks, notes and Documents. Apptivo Project Management creates a beautiful interactive chart to quickly analyze a project schedule, find the trouble areas, and take action. Learn more @ https://goo.gl/jMcPYb

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Getting Started With Project Management - Apptivo

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  1. Getting Started With Project Management

  2. Agenda What is Apptivo Project Management? The Four Primary Functions of Apptivo PM Features & Key Configuration Settings Attack Plan for a Quick-Setup Walk-Through of Configuring a New Company

  3. What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools

  4. Technical Details Infrastructure Compatibility Security Rock-Solid 24x7 Work From Any Device Access Control For: • Access to apps • Access to records • Access to fields on records • Emails & activities • Collaboration features • Reports & navigation • 100% Cloud • Optimized for all modern web browsers • iOS/Android (tablet & phone) • Tech includes AngularJS, Bootstrap, Java, HTML 5 • Hosted in USA • Real-time off-site backups • 256-bit SSL encryption of all communications • Disaster recovery environment hosted with Amazon

  5. Your Business Revolves Around Projects Time & Expenses CRM & Quoting Invoicing Your Project Help Desk Tickets

  6. The Four Primary Functions of Apptivo Projects • Project Data & Portfolio Management • Tools to manage multiple projects, such as a template system, customizable fields, configurable dashboards & lists, and reporting. • Task Management • Create activities with dependencies to have project schedules generated automatically. All tasks & calendar events are easily categorized, and visible from the unified agenda. • Collaboration & Communication • There are several ways to communicate with customers & team members: a social news feed, call log, and area to track relevant notes & documents/files. Even send out email templates, and track conversations relevant to the project. • Time Tracking & Billing • Every task contains a work log to track the actual effort through a built-in timer. A separate timesheets app is directly integrated with these work logs to allow approval of logged time, or a manager can invoice directly from the project.

  7. Unified Collaboration & Activity Management Task & Calendar Management Link Documents From Dropbox & Google IMAP Email Tracking & Mail Templates Unified Agenda

  8. Flexible Scheduling via Interactive Gantt Chart Manage Task Dependencies & Scheduling Constraints Track Multiple Projects Together Edit Project Schedules With Drag-and-Drop

  9. Integrated Task Timer & Timesheets Work Logs On Every Task Email Approval for Timesheets Use Timer or Log Bulk Hours Generate Timesheet From Project Tasks Built-In Billing & Activity Reports

  10. Deep field customization & search capabilities Multiple Layouts Field Sharing & Security Unlimited Attributes All Fields Searchable

  11. Getting Started

  12. Minimal Steps to Get Started • Create Your Account • Customize Your Navigation & Connect Email • Configure Fields, Layouts, Views • Create Project Templates (if needed) • Add Users & Customers (if needed)

  13. Thank You! Contact sales@apptivo.com for a personal demo

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