Link2projects
Act! users excel in staying organized and managing tasks, though they may not consider themselves "project managers." The term often brings to mind formal training, certifications, and complex tools like Gantt charts and critical paths. In reality, most projects are simple—focused on goals, tasks, and people. Users plan with clients, assign tasks, and collaborate to get things done. Act! users typically start with the contact, move to planning, and then break the project into tasks. This is exactly the workflow that Link2projects supports.
See the process below.
- Select Contacts: Use the search tool to locate contacts in your database by name, company, or email domain.
- Select Users: Choose Act! users from your team for task assignments and delegate accordingly. The Standard Edition allows delegation to Contacts, while the Team Edition includes users as well.
- Organize the Project in Act!: Link2projects creates an Opportunity in Act! where all tasks, participants, and contacts are organized. Progress is tracked under this Opportunity, with comments and task updates recorded as notes and histories in Act!.
- Task Updates: Contacts receive a personalized link to post comments and mark tasks as complete. Team Edition Act! users have a dedicated project session to comment, update, complete, and reschedule tasks. Updates from Act! users are synchronized with the project and Act!, while Contact changes are recorded in the project and queued for the Planner to update in Act!.
- Project Tracking: Organizers can oversee team progress, add new phases or tasks as needed, and apply different project themes for better structure. They also have the option to import templates or past projects for faster setup.
- Accountability: Share the project with Contacts via an online link for progress reviews. Act! users who are participants will see updates through their shared session, while Act! users who are not participants can check the linked Opportunity for progress reports, activity history, and completion percentage.
- Project Management Tools: Link2projects provides essential PM tools like Gantt charts, goal tracking, obstacle management, reporting, and dashboards designed for both Agile and Waterfall methodologies—all seamlessly integrated for Act! users.
Link2projects simplifies project management for Act! users while offering robust tools for efficient oversight.
More details at www.Linktivity.net
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