Omnir

Projects

Plan work for customers with tasks, milestones and progress.

Projects hold multi-step work involving several people and deliverables. Link a project to the organization or contact it is for, in Related to, so you always know whose work it is.

Project statuses

Your administrator sets the values in every dropdown, so the options in your workspace may differ from the examples below. Typical statuses are:

StatusMeaning
ProspectingBeing scoped or proposed.
InitiatedApproved and starting.
In progressWork is under way.
Waiting for feedbackWaiting for the customer or a colleague.
On holdPaused.
CompletedWork done, awaiting delivery.
DeliveredHanded over to the customer.
ArchivedClosed and kept for reference.

Creating a project

  1. 1
    Open Projects from the sidebar.
  2. 2
    Click Add Project.
  3. 3
    Fill in:
    • Project name (required)
    • Start date and target end date
    • Assigned To — the project manager
    • Status, type and priority
    • Related to — the customer
  4. 4
    Click Save.

Adding tasks

  1. 1
    Open the project.
  2. 2
    Open its Project Tasks tab and add a task.
  3. 3
    Fill in the name, dates, owner and priority.
  4. 4
    Click Save.

Tracking progress

The project’s summary shows its key figures and its tickets, milestones and tasks. Use Project Milestones for the major checkpoints, and update the project’s Progress as work is done.

Tip:Break every project into tasks with an owner and a due date. A project without tasks is only a wish.
PreviousReportsNextQuotes, orders and invoices

Still stuck? Ask your administrator, or email support@omnir.com. All guides