CRM & Service · 6 STEPS
Create projects, assign tasks and bill eligible work
Connect project delivery to client context and approved billing.
Before you begin
- Project and task permission
- Employees and customer master
- Billing rule or agreement
FOLLOW THE WORKFLOW
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Create the project
Identify the client or internal project, purpose, responsible owner and agreed delivery milestones.
- 02
Add tasks and checklists
Break work into deliverables with due dates, priority and clear completion criteria.
- 03
Assign employees
Give each task a responsible owner and allow only permitted team members to edit the work record.
- 04
Track updates
Use supported comments, checklists and progress information to record outcomes and blockers.
- 05
Review billable flags
Confirm which completed tasks meet the agreed customer billing rule. Avoid invoicing work that is not approved or already billed.
- 06
Invoice and reconcile
Use the supported task-billing integration where available; then review invoice and outstanding balances.
Final verification checklist
- Task owners and due dates recorded
- Billable work approved
- No duplicate task billing