1. Milestones
Roz CRM enables to work efficiently, by breaking down your projects into Milestones & Tasks.



Project Milestones are points along the progress path of your project. Milestones do not have target dates, but rather they focus on specific progress points that must be achieved for a project to be successful.
As the administrator, you can control how project milestones are used inside the dashboard. You do this via the dashboard settings panel
Create default milestones, which will be applied whenever a new project
is created Enable/Disable the team member’s ability to:
(1)Create Milestones
(2)Delete Milestones
(3)Edit Milestones
When a milestone is deleted, there is an option to delete all its tasks, or the tasks will automatically be moved into the uncategorized milestone.

2. Tasks
Project Tasks allow you to structure your project work, by splitting the wok into smaller pieces that you aim to finish by a set deadline. Your team members can work on tasks individually, or for more complex tasks, they can collaborate.



Kanban View
The dashboard allows you to view tasks as a list or as cards on a kanban board. You can easily change between these two viewing modes at any time. The dashboard also remembers your viewing preferences, so you do not need to keep changing every time.

The kanban view has the following features:
(1)Kanban Board
The kanban board is a workspace that denotes a task’s progress. As you make progress on a task, you can drag it from one board to another. Finally, the tasks will end up on the completed board.
(2)Task Cards
Each task is represented by a card. The face of this card has some basic/summary information about the card. To work on the task, simply click the card and you will get a full view of the card/task.
(3)Add New Task Button.
(4)Quick editing button.
(5)You can change the position of a task by simply dragging it up or down.
(6)As work progresses on the task, you can move it from one board to the next, by simply dragging and dropping it.

List View

From the list view, you are able to do the following:
(1)Create a new task.
(2)Open a task.
(3)Delete a task.
(4)Edit a task.
(5)Start & stop a task timer.
You can only do this for tasks that you are assigned to.
(6)Complete a task.
Most of the actions on a task can only be carried out by users assigned to the task
or the project manager.
Roz CRM makes working on your tasks very easy and intuitive. You are presented with a clean, user- friendly working space, where you are able to do the following:
(1)Edit the task title
(2)Edit the task description
(3)Create and complete checklists
(4)Attach files to the task
(5)Comment and collaborate with team members (and when enabled, your client too)
(6)Assign different team members to a task
(7)Track your time using the task timer
(8)Update various task settings, including setting the appropriate priority for the task
(9)Update various other task settings
(10)A summary view of key task details/attributes

Time Tracking
The time tracking feature of Roz CRM enables you and your team to keep track of the amount of time that you spend working on your projects. It works by providing you with a timer, which you can start and stop, as you work on
project tasks. Time tracking is a feature that is linked to tasks. You have to create some tasks under
your projects, in order for you to track the time you spend working on them. You are assigned to this task, but the timer is currently not running. When you start working on this task, you can click the start/play icon, and the timer will start recording. This is a task that has been marked as completed. The timer can no longer be
started on this task. This is a task that you are currently working on and the timer is running. You can
stop this timer by simply clicking the stop icon.

Time Sheets
Timesheets are a record of all the time that you have spent working on project tasks. To view your timesheets, you click on your profile avatar and select My Timesheets. For the admin user, you are also able to view all users timesheets (App > Other > Timesheets)
A record of time spent on a task, on a given date. The time has not been invoiced to the customer. You are able to delete this time record.
A record of time spent on a task, which has since been invoiced to the customer.
You are not able to delete this timer. You can however view the invoice that it was billed to. If the invoice is deleted, you will then be able to delete this time record or to bill it to another invoice. The filter feature helps you to find specific time records. You are also able to group time records, per task or per user, for a broader view.

Previous : Projects
Next : Leads