In this tutorial, you'll get a comprehensive overview of how Projects function in Firm360 and how to use them to effectively manage client work.
Key Topics Covered:
What is a Project? – Learn how projects represent client engagements and track work progress.
Project Status & Workflow – Understand different project stages and how to monitor their progress.
Task Management – See how to assign and manage tasks within a project.
Budget & Time Tracking – Learn how budgeted hours, actual hours, and billable time are tracked.
Best Practices – Tips for optimizing project management and improving efficiency.
By the end of this video, you'll have a clear understanding of how to create, manage, and track projects in Firm360 to keep your team organized and your client work on schedule.