How to use our Project Management
Managing projects within a software platform involves structuring, coordinating, and supervising tasks to ensure timely and cost-effective completion while adhering to defined objectives. These tools typically offer functionalities such as task delegation, progress monitoring, resource management, and communication features to optimize workflows and boost team efficiency. More advanced solutions integrate with time tracking, financial planning, and analytics systems, delivering real-time updates on project status and performance. Automating repetitive processes, like progress reports and alerts, helps keep teams synchronized and on track. By consolidating project data and promoting teamwork, project management software empowers organizations to meet their targets efficiently while adapting to shifting priorities and demands.
Adding Team Activities
The Team Activities section of your Client Ramp account provides a complete history of all actions taken on each project. Every action is documented, displaying the person who performed it along with their profile picture for easy identification. Clients can also access this record, allowing them to track progress in real time.
Using Editing Projects
When editing a project, you can upload files, add links, and select the services needed. This ensures accurate project quoting, includes all essential details, and allows you to set a preferred delivery date.
Project Board Chat
When editing a project, you can upload files, add links, and choose the services you'll use. This ensures accurate quoting, includes all project details, allows you to set a delivery date, and grants site access.
Project Board Activities
You can easily view project activities by clicking on the activity tab, which shows the current progress, items that have been removed, and tasks assigned to different team members.
Project Board Teams
When viewing the team members of a project, you can access attachments and files that support your part of the project. This includes mockups, guidelines, images, and other resources needed to complete your tasks.
Using Ongoing Projects
You can view the ongoing project details for those under the company, including items like SEO work, database projects, website mockups, and CMS designs.
