Project Management

Project Management

Integrate and Manage your Customer-Related Projects
Everything you need to manage a project in one place.
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Planning

Define your goals, budgets, time span and other resources. The system will not only record the relevant data, but drives the process within an intelligently mapped process. Then bring all your project data into one dynamic interface and Project Dashboard.
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Tasks

Considering project as a whole, a project task is a piece of work allocated to a user or a group that should be accomplished within a defined period of time. Assign project tasks to users and 3rd parties while tracking status, effort and schedule.
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Collaboration

Chat, Email and Message from the project dashboard. Leap also manages document sharing with activity logs in real time.
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Notifications

Users can automatically be notified on-screen, via email, or through calendars of approaching deadlines on tasks assigned to them.
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Milestones

Project Milestones indicate important achievements in the project. They indicate a point of significance in the project and provides an idea of how the project is advancing.
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Gantt Charts

A Gantt chart is a horizontal bar chart which is used to provide a graphical illustration of scheduled project task detail helping you to plan, coordinate and track specific tasks in a project.
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Dashboard

Monitor project progress through dashboard monitoring. Tasks are measured against initial time-frames while performance is measured during the process to provide you with a realistic picture of project.
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Project Comments

Write notes on any project-related entity, from the project itself, to tasks. All notes on related tasks roll up into the project’s main comments area for a comprehensive overview.
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Time Tracking

Tracking time spent is an essential part of project management to help Project Managers keep track of time spent by project team members on assigned project tasks.
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Task approval and Invoicing

Project billing with rate cards and task approval that automatically generate invoices based on time and material can be set up as part of the projects automated workflow.
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Dynamic Central Interface

Create a project with any number of assignable tasks, and milestones with due dates. Associate the project with a customer, case, or another entity so that it can always be easily found. Then, attach files, collaborate, and track progress right from the project’s dashboard.
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Progress monitoring and Gantt charts

Slip into the project’s detail view to see a completion summary of project tasks, as well as Gantt charts that visually lay out the project status.

Notifications keep project members on task

Users can automatically be notified on-screen, via email, or through calendars of approaching deadlines on tasks assigned to them.
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Collaborate internally with project comments

Write notes on any project-related entity, from the project itself, to tasks. @mention users in those notes to send them an on-screen notification to take a look. All notes on related tasks roll up into the project’s main comments area for a comprehensive overview.

Collaborate with customers with message and file sharing through the customer portal

Working on a customer-related project? Give them access to QuarterMaster’s customer portal, then share the project’s status and allow them to upload documents directly to it through the customer portal.
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Customer Portal

A place for your customers to see and update tickets, view past quotes and invoices, share files, and access the knowledge base for quick answers to questions.

Your relationship history at a glance

The customer portal shows logged in customers elements of their relationship history with you. You can choose to let them see things like the status of recent tickets they’ve submitted; quotes, invoices, and a number of other records that you have related to them in QuarterMaster.

Exchange documents and files

Customers can share documents and files directly through the customer portal, eliminating the need for email threads and manual attachments to their contact records.

Knowledge Base: quick access to common questions

The customer portal has direct access to your company knowledge base, ensuring that simple questions don’t call for the time of your support team.

Create, submit, and update tickets

If the knowledge base isn’t enough to resolve a customer issue, customers can submit cases and attach files directly through the customer portal. Afterward, they can return to view statuses and update information as needed.