Projects
A project is a carefully planned set of steps required to meet a specific business objective. Whether it is client-facing or internal, short or long term, a project will likely include the following elements: a schedule with phases, assigned tasks with set deadlines, a project team, a budget, and reports to monitor progress. Autotask projects provide all of these elements.
How are projects different from tickets?
- Projects are proactive and planned. Tickets are often created in response to a customer issue.
- Projects consist of a number of possibly interdependent phases and tasks. Tickets are stand-alone or a series of identical instances of the same assignment.
The Projects menu in your Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. contains the following options:
| Menu Option | Description |
|---|---|
| New Project Issue Escalated internal task. Typically used for a task that was not part of the original project plan. | Lets you add an escalated task to a project that was not originally part of the schedule. Refer to Adding a project issue. |
| My Projects | A table of all non-complete projects you have access to. To open a project, click on a project name. Refer to Viewing a project. |
| My Open Tasks | A table of all tasks in all projects that are waiting for a response from you. Refer to Working with your open tasks. |
| Email Project Team Internal and Client Team Members associated with a Project. A user does not have to be assigned a task to be a team member. | Opens a dialog that lets you send an email to all team members of the selected project. Refer to Emailing the project team. |
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End Client Projects
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A table of all projects where we did work on your behalf, where we are billing you and you are billing the end client. Refer to End client projects. |
You can click Show Data For and select all organizations Your Client Portal instance may be configured to use one fo the following terms instead:
Account, Business Unit, Client, Company, Customer, Site., or select only your own organization or a sub-organization Previously: Subsidiary. Your Client Portal instance may be configured to use one fo the following terms instead: Sub-Account, Sub-Business Unit, Sub-Client, Sub-Company, Sub-Customer, Sub-Site..
To open a project, click on the Project Name.