Make your plans Actionable withAct! Advantage Project Management
CRM Powered Project Management takes the Labor out of Collaboration
Act! users excel in organization and task-oriented planning, but they don’t typically identify as “project managers.” This term often implies advanced training, certifications, and complex concepts like Gantt charts and critical paths. However, most projects are straightforward, involving goals, tasks, and people. Plans are created with clients, tasks are assigned, and collaboration ensures completion. Act! users approach projects by starting with the contact, then planning, and breaking it down into delegated tasks. This is precisely how Act! Advantage Project Management is designed. See the workflow below.
Act! Advantage Project Management features a user-friendly interface that guides you through a simple wizard to create your project:
- Select the contact(s): Use the search tool to find contacts from your database by contact, company, or email domain.
- Select users: Choose the Act! users from your team for task assignments, and delegate accordingly. Standard edition allows delegation of Contacts, and Team Edition allows users, as well.
- Organize the project in Act!: Act! Advantage Project Management creates an Opportunity in Act! where all tasks, participants, and contacts are organized. Progress is tracked under the Opportunity, with comments and task updates recorded as notes and histories in Act!.
- Task updates: Contacts get assigned a personalized link where they can post comments and clear tasks. Act! users in Team edition are assigned a personalized project session allowing them to comment, update, clear, and reschedule tasks. Act! user updates are written to the project and Act!, while Contact changes are written to the project, and queued for the Planner to commit to Act!.
- Project tracking: Project organizers can monitor team progress, add phases and tasks as needed, and use various project themes for better organization. They can also import from past projects or templates.
- Accountability: Share the project with Contacts through an online link for progress reviews. Act! users that are participants will see project updates through their shared session, and the Act! users who are not participants can check the linked Opportunity for progress reports and see the project activity history and completion percentage.
- Project management tools: Act! Advantage Project Management offers PM tools such as Gantt charts, goals, obstacles, reporting, and dashboards for Agile & Waterfall, all tailored for Act! users.
Act! Advantage Project Management simplifies project management for Act! users while providing essential project management tools.
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The following is a list of the Act! Advantage Project Management features included:
Easy Act! Integration
From adding users to linking contacts, and tracking projects through Opportunities, Act! Advantage Project Management is seamlessly integrated with Act! CRM
Project overview Themes
Choose your preferred project style, whether it be waterfall, agile, basic, advanced, Jira, or other styles, and customize the look to suit your needs. Items can be moved around the screen based on priority or preference.
Creating projects from templates
Save time and effort by using ready-made templates to create new projects. Create templates from past projects to use again for similar future projects.
Flexible tasks schedule with ability to reorder items
Integrate your project tasks with your tasks under the linked Opportunity to provide complete project visibility to the other Act! users.
Milestones and dependent tasks
Define your critical path with key project management tools like dependent tasks and project milestones.
Emailed project alerts
Team planners can stay on top of project developments with emailed alerts whenever assignees clear a task or post a comment
Gantt chart for better project visualization
Visualize your project with Gantt charts that allow you to drag and drop scheduled sprints, while moving dependent tasks in lockstep for more efficient project management
Sharing projects with your contacts
Provide better team accountability with your clients by sharing the project's progress with them. These contacts can view what has been completed & what remains to be done, clear tasks that assigned to them, and read or write project comments.
Export projects to PKS, Excel, Pdf...
Share project details with other team members by exporting to Excel or PDF, and then export Act! Advantage Project Management file to PKS file format to be used with Project KickStart (sold separately)
Numerous reports
Act! Advantage Project Management offers a wide selection of reports to choose from, including reports on comments, assignments, phases, goals, teams, obstacles, and costs, just to name a few.
Glossary
Tasks involve specific actions or steps that need to be taken.
