ClearCRM

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

Introduction to ClearCRM Projects

Elvin Khudiyev

Projects

How to Add a New Project

Timesheets

Finance Overview

Pin Project

Invoicing Articles

Disallow project members to see all project tasks

Learn how to create, organize, and manage projects efficiently from one central workspace in ClearCRM.

How to Manage Projects List

Project List

This article explains the process of creating a new task.

How to Create a New Task

Recurring Tasks

Task Timesheets

Bill Tasks

Linking Task to Features

This article helps you navigate the Task Details pop-up, where you can manage, update, and track tasks in a detailed and organized way.

Understanding the Task Details Pop-Up

This article introduces the Kanban view in the Tasks section of ClearCRM, helping users visualize and manage their workflow efficiently.

Understanding the Kanban View of Tasks

Tasks

Learn how to navigate to the Calendar in ClearCRM and understand the dashboard

How to Use the Calendar

The Add New Event feature in ClearCRM allows users to schedule meetings, tasks, and reminders directly within the Calendar. This guide walks through the steps to create a new event…

How to Add a New Event in ClearCRM Calendar

Learn how to visualize your tasks and timelines using the Gantt view and calendar features in ClearCRM

Tracking Progress with Calendar and Gantt Views

Calendar

Keep your internal teams aligned and informed with real-time messaging, group chats, and quick record mentions.

How to Collaborate Better with Team Chat

Team Chat

Find answers and get help from Intercom Support and Community Experts

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