Project Management in CRM System
Kanban views and Gantt chart
Kanban Views
Aura Business supports project management using Agile and Waterfall methodologies. It enables the management of both internal company projects and external ones (e.g., client projects). The system offers extensive tools for project management, including the Kanban View. This is a graphical representation of the workflow within a project. The main goal of using this in daily business operations is to eliminate resource waste and ensure workflow continuity.
Kanban views in the Aura Business solution help managers plan employee tasks, monitor them, and set their priorities. Employees gain easy access to the tasks they need to complete in the planned order.
The Kanban View helps maintain order in work processes, leading to increased efficiency. Each project in this view is divided into stages that can be configured according to needs. Once a task in a specific stage is completed, employees move it to the next phase. The ability to assign tasks and events and attach files related to the order significantly facilitates access to necessary information.
The project management module allows a quick overview of open topics and effort estimation. This ensures that tasks are completed in order of priority, maximizing the organization's efficiency and enabling effective time management. The ability to estimate effort for individual tasks makes scheduling and predicting work timelines much easier. At a glance, you can see the progress of your projects.
Client Testimonial
“We chose the Aura Business system for two reasons – primarily due to the extensive experience and knowledge of Questy consultants in supporting businesses. Secondly, the system itself made a great impression on us – it had practically everything we expected: a user-friendly interface, ready integration with our Symfonia Forte system, support for mobile salespeople, and plenty of useful features.”
Gantt Charts
The Gantt chart is a clear tool for planning and coordinating work schedules and projects. It shows tasks related to a project, their sequence, and timelines. This allows for an instant overview of the project, associated tasks, and their deadlines. The chart presents data as time-based segments, with their length corresponding to the task duration. This tool is particularly valuable for managers planning project schedules, monitoring project progress, and identifying the critical path – the sequence of tasks that must be completed within a specific timeframe for the entire project to be delivered on time.
Key Features of Project Management:
- Real-time monitoring of project execution
- Access to a clear task schedule
- Convenient task workload planning
- Management and control of project execution time
- Editing task times directly within the Gantt schedule
List of All Projects
Ongoing and completed projects can also be viewed in another functional display. A fully configurable project list serves as a knowledge base for all related processes. With column customization, it displays only the necessary information for employees, while a custom-built filtering panel significantly speeds up project searches.
Benefits of Implementing the Aura Business System
- Efficient use of employee time
- Easier task execution planning
- A clear view of the stages each project is in
Want to see how the Aura Business system can meet your company's needs?
Schedule a consultation
