Projects

Projects

DigifyCRM provides project management features to help you track and manage all project-related tasks, time, and finances.

10.1 Add New Project Status

Creating custom project statuses helps you categorize and monitor the progress of your projects.

Steps to Add a New Project Status:

1. Go to Projects > Settings > Project Statuses.

2. Click Add New Status.

3. Enter the status name (e.g., In Progress, Completed) and choose a color for easy identification.

4. Save the status.

10.2 Timesheets

Timesheets allow you to track the amount of time spent on project tasks and manage billing for billable hours.

Steps to Add a Timesheet Entry:

1. Navigate to Projects > Select the Project.

2. Under Timesheets, click Add New Timesheet.

3. Enter the task, start and end times, and the staff member who completed the work.

4. Save the timesheet.

10.3 New Project

Creating a new project in DigifyCRM helps you organize your tasks, milestones, and team efforts.

Steps to Create a New Project:

1. Navigate to Projects > New Project.

2. Enter the project name and description.

3. Assign the project to a customer and choose a billing type (e.g., fixed cost, hourly rate).

4. Set the project deadline and assign team members.

5. Save the project, and it will appear in your Projects list.

10.4 Invoicing Project

DigifyCRM allows you to invoice your project directly, using either the fixed project price or billing based on logged hours.

Steps to Invoice a Project:

1. Navigate to Projects > Select the Project.

2. Click Invoice Project and choose whether to bill a fixed amount or based on timesheet entries.

3. Generate the invoice and send it to the customer.

10.5 Disallow Project Members to See All Project Tasks

If you have sensitive tasks that you want to hide from certain project members, you can restrict access.

Steps to Disallow Task Viewing:

1. Navigate to Projects > Select the Project.

2. Go to the Settings tab.

3. Under Task Visibility, uncheck Allow All Project Members to View All Tasks.

4. Save changes.

10.6 Pin Projects

For easy access, you can pin frequently accessed projects to your dashboard.

Steps to Pin a Project:

1. Go to Projects.

2. Click on the pin icon next to the project you wish to pin.

3. The project will now appear on your dashboard for quick access.

10.7 Finance Overview

The Finance Overview feature in DigifyCRM gives you a snapshot of a project's financial health, including billable hours, expenses, and profits.

Steps to View Finance Overview:

1. Navigate to Projects > Select the Project.

2. Click on the Finance Overview tab.

3. View billable hours, project expenses, and any invoiced amounts.