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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 [email protected] for a personal demo