In order to help small businesses grow and scale at a level that they feel comfortable with, our team at P2 Automation has worked to develop P2xRM’s Projects module. Now business owners can easily keep track of their various projects, delegate tasks throughout their workforce, and frequently monitor the status and progress of respective projects, all in a simple, easy-to-use interface designed to increase operational efficiency across the board.
Here’s How It All Works
We’ve worked to make the process of managing your projects easier, more transparent, and more readily available to monitor. If you've followed our videos you should be familiar with our Action Pane, and how it displays what our system calls “Hot Projects.” This is just one of the ways in which you can keep track of your most important, current projects. But what if you wanted to take a look at all of your projects as they relate to individual clients and organizations? By clicking on the Projects button located on the left-side navigation menu, you’re instantly introduced to all of the current active projects that your business is currently working on. From there, you can click on each project to see its associated client or organization, the time that you’ve allotted your team to complete the project, the current status of the project, and its associated tasks that have been delegated throughout your workforce.
Now, let’s say that you’d like to see all of the projects that you’ve completed for one particular client, or in partnership with one particular organization. To do this, you can use the Organizations menu. Click on the particular organization that you’d like to view, then click on the Projects tab. From here, you’ll be able to see all of the projects that are associated with this particular organization as entered into your customized P2xRM Interface. In this view, the type of project, the status, and the amount of time that it is allocated will all be clearly listed. To view a particular project, click on the project name, and you’ll instantly see all relevant information and tasks coinciding with that project. You can even synchronize your project with QuickBooks with a single click!
Keeping track of your projects has never been easier! Contact P2 Automation today to get started on driving operational efficiency all throughout your business!