Project Management

Project Management

Integrate and Manage your Customer-Related Projects

Whether you're working on a small personal project, or managing a multi-team project for a customer, QuarterMaster's project management tools can help you get it done more collaboratively and faster.

Everything you need to manage a project in one place

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.

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.

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.

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.