Contact

Project Management

Create a centralized workspace for multiple teams or team members to tackle any number of projects. Assign tasks and track progress with task boards and workflows.

Custom Project Workspaces

Customize fields, screen layout, workflows, tasks and automate standard functions.

Task Lists & Kanban Boards

Customize task statuses for your projects, assign multiple team members, and add detailed notes if needed.
  • Task
    Owner(s)
    Status
    Date/Time
    Initial Contact
    ES
    Complete
    Yesterday
    Assess Needs
    ES
    Complete
    Yesterday
    Initiate Quoting Process
    ES
    Complete
    Yesterday
    Revised Price Approval
    ES
    Failed
    Today
    Implementation Analysis
    ES
    In Progress
    Today
    System Analysis
    ES
    In Progress
    Today
    Cost Analysis
    ES
    In Progress
    Today
    Revised Price Approval
    ES
    Assigned
    Today
    Inventory Check
    ES
    In Progress
    Today
    Send Quote
    ES
    Assigned
    Tomorrow
  • Assigned
    Revised Price Approval
    ES
    ES
    Today
    Send Quote
    ES
    ES
    Tomorrow
    In Progress
    Implementation Analysis
    ES
    ES
    Today
    System Analysis
    ES
    ES
    Today
    Cost Analysis
    ES
    ES
    Today
    Inventory Check
    ES
    ES
    Today
    Complete
    Initial Contact
    ES
    ES
    Yesterday
    Assess Needs
    ES
    ES
    Yesterday
    Initiate Quoting Process
    ES
    ES
    Yesterday
    Failed
    Item 1 Price Approval
    ES
    ES
    Today
  • Assigned
    Revised Price Approval
    ES
    ES
    Today
    Send Quote
    ES
    ES
    Tomorrow
  • In Progress
    Implementation Analysis
    ES
    ES
    Today
    System Analysis
    ES
    ES
    Today
    Cost Analysis
    ES
    ES
    Today
    Inventory Check
    ES
    ES
    Today
  • Complete
    Initial Contact
    ES
    ES
    Yesterday
    Assess Needs
    ES
    ES
    Yesterday
    Initiate Quoting Process
    ES
    ES
    Yesterday
  • Failed
    Item 1 Price Approval
    ES
    ES
    Today

Centralize Project Communications

With Office 365 or Gmail integration, team members can save emails and other communications within specific projects to keep other team members in the loop.

Record Time Spent for Billing

Team members can log the time they spend on projects to keep track of the total time spent and bill customers for projects.

Copyright © 1991-2021 Touchtone Corporation

envelopephone-handsetmap-markermenuchevron-downcross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram