Projects - ApyConnect

Projects live in CRM → Projects. They’re for the work that follows a sale or an order: an implementation, a service with deliverables, a launch.

What a project has

Tab	What for
Summary	Overall status, progress and upcoming due dates
Tasks	List and board with your own columns; folders to group them
Milestones	Key deliverables
Timeline	Tasks with start and due dates on a timeline; drag a bar to move it or its edges to change dates
Time	Hours logged per task and person
Files	Project documents
Team	Who works on the project
Activity	History of what happened
Customer and Fields	The linked customer and the project’s own fields

Create projects faster

Templates: open a project and use Save as template to reuse its structure.
Mia: describe the project and Mia proposes lists, milestones and tasks.

My work

My work gathers the project tasks assigned to you and the approvals waiting for your decision.

If the work follows stages with approvals (for example onboarding, implementation, production and billing), see Pipelines.