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Introduction to ClearCRM Projects

This article provides a high-level overview of the Projects, designed to help teams plan, execute, and track work efficiently.

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Written by Elvin Khudiyev
Updated over 2 weeks ago

ClearCRM Projects is built to help teams manage both client-facing and internal projects.
Whether you're tracking deliverables for customers or organizing cross-functional team work, it gives you the structure and visibility you need β€” all in one place.


Key Sections of the Projects

Projects is divided into four main sections:

Projects List

Create and manage full projects. Set deadlines, assign team members, and monitor progress.

Tasks

Break your project into individual tasks and assign them to different team members. Track completion and accountability with ease.

Calendar

View all project-related deadlines and schedules in a visual calendar layout β€” great for planning and spotting conflicts at a glance.


Why Use It?

Using the Projects helps you:

  • Organize your team's work in a centralized place

  • Assign responsibilities clearly

  • Monitor deadlines and overall progress

  • Align daily work with higher-level objectives

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