Project Management in Zurmo
Project Management is now fully integrated with Zurmo CRM. This comes as great news to users who have been lamenting about the pains of constantly changing gears between one application and another. Now managing customer relationships and projects can happen within the same environment. We believe this will translate into more people adopting each.
Project Management in Zurmo is agile, collaborative, and facilitates great insight into what is going on. This is very much in accordance to the application as a whole.
Let’s see how it all works:
Get a bird’s eye view of how various projects are moving along:
Hone in on a specific project to see details. It should come as no surprise to Zurmo fans that we have decided to represent the progression of projects through Kanban visualizations. People really seem to love dragging and dropping to move items from left to right. We would never want to rob anyone of the small tingle of joy they experience by visualizing accomplishment.
A task will have a green bar above it if it contains any Checklist items that have been completed. The length if the bar denotes the percent of checklist items completed. (A task with no checklist items will not show a bar).
Different users can add comments on the task and click the Comment button to submit their comment. Some examples of comments can be questions about the task, or reasons for accepting/rejecting the task.
Users can subscribe to receive notifications on project updates. The thumbnail profile/avatars are people who have subscribed to receive updates. The goal is to keep everyone informed and encourage as much collaboration as possible.
To better understand Project Management, we recommend having a closer look at tasks and how they can be directly associated with objects in the CRM.