To better organize your projects and track their profitability, you can break them down into sections.
→ Sections allow you to divide your project into multiple phases or categories
→ Each section contains tasks
And to take it a step further, you can even assign to each section an estimated revenue, a budget... For example, you can divide a project into 3 sections with the following tasks:
1 - Commercial Phase
✍️ Tasks:
Discovery call
Prepare/send quote
Contract + quote signing
2 - Project Launch
✍️ Tasks:
Prepare/Send deposit invoice
Define budget/costs/time/schedule
Kick-off meeting
3 - Project Monitoring
✍️ Tasks
Meeting with client → "call" type
Create/send deliverables
1 - Creating Sections
Sections can be project phases (project launch, site monitoring...), or themes (e.g., administrative, client exchanges, development...).
👉 To create a section, simply go to a project, under the "tasks" tab, and click on "Create a section":
Give it a name and then create tasks for this section using the "+" button:
2 - Create Your Section and Task Templates
👉 To save time, you can set up your sections and tasks to be inserted in one click into your projects.
Go to settings, then "Templates" and select "Sections and tasks".
Start by creating your different sections - then create your typical tasks within each section:
3 - Inserting Sections into a Project
On a project's page, in the "tasks" section, you can add an existing section and all the tasks that comprise it.
👉 Click on "new section" and choose from your templates:
→ All the tasks that make up your section will be automatically added to your project.
💡 You can edit your tasks to change their expected duration, the person assigned, add a tag, or even change the date.
4 - Tracking Project Profitability by Section
👉 Thanks to all the information you have set up when creating your tasks in each section, you can view profitability indicators:
By clicking on the small ℹ️ icon, you will be able to review the profitability of your section and adjust the criteria:
👉 You will be able to:
Adjust the start and end date of each section
See the completion of tasks (the number completed)
Follow the difference between the planned and actual time
And determine your profits!
5. Display and Make Tasks Visible in the Client Portal
To display and make tasks visible in the Client Portal and assign them to your clients, follow these steps:
Create a New Task
In the 'Tasks' tab, you can create new tasks or modify existing ones.
2. Assign Tasks to Clients:
To assign a task to a client, click on the relevant task.
In the 'Assign to' section, select the client or clients from the list :
On the right, the client can see in their client portal when a task is assigned to them, as shown below:
3. Make the Task Visible in the Client Portal:
Once the task is created and assigned, you can use the "👁" icon to make it visible to your clients :
