Feature Tour

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The Official Project Management addon for WHMCS is a tool designed to help you organise jobs & tasks, allowing you to tie Support Tickets & Invoices with To-Do Items to create Projects. The aim is to connect everything together via a single interface, avoiding unecessary & time consuming duplication to third party systems, and allowing staff to privately communicate and track internal discussions, share files, and track (as well as optionally bill) for time spent on individual tasks.

Here’s a look in detail at just what the project management addon has to offer…

Projects

Keep everything together in one central place, files, discussions, tasks, and avoid unecessary duplication into third party systems

Simple Creation

Creating projects is easy, and requires only a title & due date. Projects can also be created right from within a support ticket

Easy Access

Search for projects by title or associated ticket number, use the shortcuts shown directly within tickets themselves, or access from clients profiles

Be On Time

Specify Due Dates for Projects, and instantly see which projects are top priority, and exactly how long you have left until deadlines

Reports

Reports allow you to review projects, time worked, and other statistical information

Customisable

The look and colors are customisable via the included CSS files, with a developer license option also available

Activity Logging

Records are kept detailing every change and adjustment to a project, who did it, and the date/time

Multi-Language

Multi-language ready, the Project Management addon has an English translation currently, with more on the way soon.

Ajax Interface

An Ajax Enhanced Interface helps create a very fast and responsive system that’s a joy to work with

Tasks/To-Do Lists

Create Task Lists to track each stage of a project, with the ability to mark items as complete and see at a glance how much is outstanding

Time Tracking

Time can be logged against tasks, tracked automatically with a start & stop timer on a per admin basis

Bill for your Time

With the Time Records kept for tasks, you can automatically convert those into invoices and deliver them to your customers

Related Invoices

WHMCS will automatically track and display the status of all invoices relating to projects, including custom created ones

Associated Tickets

Communication with clients continues via tickets, and so you can associate one or more tickets to a project to link the two

Staff Messageboard

A private staff messageboard for each project allows communication between staff and tracking of notes/updates

File Attachments

Files can be attached to projects as a whole, and to staff messages, to allow sharing of files and resources relating to the project

Permissions

Fine grained permission controls allow you to allow/deny access to each action on a per admin role group basis

You can also view the documentation for the project management addon @ http://docs.whmcs.com/Project_Management

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