Sure, here’s a step-by-step guide on how a client can track their project in Creation Web CRM:
- Go to the login page of your Creation Web CRM account. The URL for the login page will be provided to you by your Creation Web CRM administrator.
- Enter your username and password in the respective fields.
- Click the “Login” button.
- After successfully logging in, you will be directed to the Creation Web CRM dashboard.
- From the dashboard, click on the “Projects” tab on the left-hand menu.
- You will see a list of all the projects that you are associated with. Find the project that you want to track and click on its name.
- You will now see the project overview page, which includes all the details of the project, including its status, progress, tasks, milestones, and deadlines.
- You can also view the project timeline, which provides a chronological view of the project’s progress, including completed tasks and upcoming milestones.
- If you want to view the tasks associated with the project, click on the “Tasks” tab on the left-hand menu.
- Here, you will see a list of all the tasks associated with the project, along with their due dates and status.
- You can also view the project files, notes, and discussions by clicking on the respective tabs on the left-hand menu.
- If you have any questions or need support, you can contact your Creation Web CRM administrator or the support team.