Projects: Management

The Projects feature in Velocity360 is a powerful tool designed to help you manage complex work that involves multiple steps, team members, and deadlines. It integrates directly with your contacts and deals, so all your work stays in one system.

To start, navigate to the "Projects" tab and click "New Project". You can create a project from scratch or use a Project Template if you have common, repeatable workflows (e.g., "New Client Onboarding").

When creating a project, you can set:

• The Project Name
• The Project Owner
• Start and End Dates
• The associated Contact or Deal
• A project budget (optional)

The most popular way to manage projects is with the Board View. This gives you a visual (Kanban) layout of your project stages.

By default, you might have stages like:

1. To Do
2. In Progress
3. In Review
4. Completed

You can add Tasks (as cards) to any stage. To move a task to the next stage, simply click and drag it to the new column. This makes it easy for the whole team to see the status of every task at a glance.

Inside every project, you can create an unlimited number of tasks. Each task can have its own:

• Title and Description
• Assignee (team member responsible)
• Due Date
• Priority Level (Low, Medium, High)
• Sub-tasks and Checklists

When you assign a task to a team member, it will automatically appear in their "My Tasks" list on their dashboard, ensuring nothing falls through the cracks.