Alexa Best Small and Medium Business CRM Software - ConvergeHub

Projects (Details)

You can view the details of the project by clicking on the respective project in the Project Listing page and then clicking on the Details tab.
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  • The Details tab provides a comprehensive information on the project.
  • These are the two milestones set for the project.
  • You can add an independent task (not under any milestone). Please note: the option to add an independent task is also available towards the top section of the project details page.
  • This is the unique code given to the project.
  • It shows the current progress percentage of the project.
  • By clicking on this check box, you can view all the completed tasks set for this project.
  • Clicking on this ConvergeHub will take you to the previous page.
  • You can edit the project and add notifications to it by clicking on the action drop down.ConvergeHub

Milestone
Hovering the cursor on any of the milestones, show a few inline options.
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  • You can change the order of the milestone by clicking on it and dragging it up or down.
  • You can view the tasks and sub tasks assigned under the milestone by clicking on any of the two icons.
  • You can add a new milestone to the project by clicking here.
  • You can add a new task under the milestone.
  • You can edit the milestone.
  • You can delete the milestone from the project.

Task
Clicking on any of the milestones, shows the tasks assigned under it.
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  • Click here to open the section that shows the existing sub task and provides the option to add a new sub task.
  • Clicking on the check box beside the task will mark it as complete.
  • The task can be added to your favorites by clicking on ConvergeHub.
  • The task can be followed by clicking on ConvergeHub. By doing so, you will be able to receive all the task status change and updates in the feeds.
  • It shows the comments made to in relation to the task.
  • It shows the total number of hours given upon the task till now.
  • It shows that a sub task is assigned under the main task.
  • It shows the total number of employees assigned to the task.
  • It shows the deadline set for the task.
  • Clicking on Action drop down, you add sub task, time sheet, member and comments to the task.
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  • By hovering the cursor on the task, you get the options of adding or viewing the current:
    1. Member
    2. Documents
    3. Comments
    4. Time sheet
    5. Sub task
    6. Followers
    7. Tag.
  • You can add a new sub task under the task.
  • You can edit the task.
  • You can delete the task from the milestone.

Adding a Task
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  • Fill in the name of the task.
  • Choose one of the priority options from the drop down.
  • Add in the resources to the task (i.e. the number of people who will work on it)
  • Set the cost type of the task – fixed or variable.
  • Click on the check-box if you want the task to get published in the calendar.
  • Show how far the task has been completed through the progress percentage.
  • Set the completion date (i.e. deadline) for the task.
  • Choose whether you want to keep the task billable or not.
  • Set the billing currency and amount.
  • Decide the number of hours that will be invested on the task.
  • Click on ConvergeHub to add the task to the milestone. Or else, click on cancel.

Editing a Task
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  • Give a new name to the task.
  • Change the priority of the task by choosing another option from the drop down.
  • Reselect the number of resources for the task.
  • Change the cost type of the task.
  • Publish or un-publish the task to the calendar.
  • Edit the existing progress percentage of the task.
  • Set a new completion deadline.
  • Change the billable option.
  • Set in the new billing currency and amount.
  • Edit the estimated target hours for the task.
  • Click on ConvergeHub to apply the changes. Or else, click on cancel.

Sub task
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Existing sub tasks under a task can be seen by hovering the cursor on the task and clicking on the sub task option.
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  • Click on the check box beside the sub task to mark it as complete.
  • Click to add a new sub task to the list.
  • By clicking on the action drop down or hovering the cursor on the sub task, you get the options of adding or viewing the current:
    1. Member
    2. Timesheet
    3. Comments
  • Click to edit the sub task.
  • Click to delete the sub task.

Adding a Sub Task
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  • Give the name of the sub task.
  • Click to save the sub task.
  • Click to cancel the process of adding the sub task.

Editing a Sub Task
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  • Give a new name to the sub task.
  • Edit the estimated target hours for the sub task.
  • Edit the existing progress percentage of the sub task.
  • Set a new completion deadline.
  • Click on ConvergeHub to apply the changes. Or else, click on cancel.
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