How to use our Project Management
Project management in a software program involves planning, organizing, and overseeing projects to ensure they are completed efficiently and within scope, budget, and timeline constraints. It typically includes features like task assignment, milestone tracking, resource allocation, and collaboration tools to streamline workflows and enhance team productivity. Advanced project management software often integrates with time tracking, budgeting, and reporting systems, providing real-time insights into project progress and performance. Automation of routine tasks, such as status updates and notifications, ensures that teams stay aligned and focused. By centralizing project-related information and fostering collaboration, project management subscription enables businesses to achieve their goals effectively while adapting to changing priorities and challenges.
Adding Employees
Need to bring a new employee onto your team? It’s easy! Simply click the "Add Employee" button in your company profile and enter the required details, including their name, position, contact information, and role within the organization. Once added, you can assign them to projects, and they can log in to their own ClientRamp account.
Adding Project Resource Files
To upload new files or images to a project, open the project page and click the "Add New Resource" button. A pop-up box will appear, allowing you to upload your files and images. These resources will be saved within the project record, ensuring that your entire team has access when needed, making collaboration seamless.
Adding Project Resource URLs
Need to attach files or images hosted online? No problem! Scroll down to the "Add New Resource" button on your project page and click it. A pop-up box will appear, where you can enter or paste the URL of your resource. This makes it easy to share cloud-based files with your team.
Project Services
The Services page lets you add and manage the services your company provides. Click "Add New" to enter a service, which will help categorize and classify projects. Depending on the scope of a project, you can assign multiple services to it or create separate projects for different services based on your workflow.
Project Delivery Date
Use the "Edit Project" screen to update project details as things evolve. You can add or remove team members, adjust delivery dates, modify services, and upload new resources. As the project progresses, you can also update milestones or make other necessary changes to keep everything on track.
Adding Team Comments
Keep all project-related communication in one place with the team comment section. This built-in chat allows you to collaborate with your team and clients in real time. Share files, exchange URLs, and receive client feedback seamlessly. All messages are saved within the project, making it easy to track discussions and decisions.
