Getting Started With Project Management - Apptivo

Getting StartedWith Project Management

Agenda

1. What is Apptivo Project Management?

2. The Four Primary Functions of Apptivo PM

3. Features & Key Configuration Settings

4. Attack Plan for a Quick-Setup

5. Walk-Through of Configuring a New Company

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

Technical Details

Infrastructure

Rock-Solid 24x7

• Hosted in USA

• Real-time off-site backups

• 256-bit SSL encryption of all communications

• Disaster recovery environment hosted with Amazon

Compatibility

Work From Any Device

• 100% Cloud

• Optimized for all modern web browsers

• iOS/Android (tablet & phone)

• Tech includes AngularJS, Bootstrap, Java, HTML 5

Security

Access Control For:

• Access to apps

• Access to records

• Access to fields on records

• Emails & activities

• Collaboration features

• Reports & navigation

Your Business Revolves Around Projects

CRM & Quoting

Help Desk Tickets

InvoicingYour Project

Time & Expenses

The Four Primary Functions of Apptivo Projects

Project Data & Portfolio ManagementTools to manage multiple projects, such as a template system, customizable fields, configurable dashboards & lists, and reporting.

Task ManagementCreate activities with dependencies to have project schedules generated automatically. All tasks & calendar events are easily categorized, and visible from the unified agenda.

Collaboration & CommunicationThere 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 & BillingEvery 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.

Unified Collaboration & Activity Management

Task & Calendar Management

IMAP Email Tracking & Mail Templates

Unified Agenda

Link Documents From Dropbox & Google

Flexible Scheduling via Interactive Gantt Chart

Manage Task Dependencies &

Scheduling Constraints

Edit Project Schedules With Drag-and-Drop

Track Multiple Projects Together

Integrated Task Timer & Timesheets

Work Logs On Every Task

Built-In Billing & Activity Reports

Use Timer or Log Bulk Hours

Email Approval for Timesheets

Generate Timesheet From Project Tasks

Deep field customization & search capabilities

All Fields Searchable

Multiple Layouts

Unlimited Attributes

Field Sharing & Security

Getting Started

Minimal Steps to Get Started

1. Create Your Account

2. Customize Your Navigation & Connect Email

3. Configure Fields, Layouts, Views

4. Create Project Templates (if needed)

5. Add Users & Customers (if needed)

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