Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. When quoting customers for products that […]
Creating Projects from Products
In this guide we will cover: – Linking a Product to a Project Template – Creating a Project from a Sales Order Associated Admin Guides: General Settings (Project Management) Ticket Templates Linking a Product to a Project Template You can create a project from a sales order in a few easy steps. First head to […]
Project Types
In this guide we will cover: – What makes a ticket a project. – What makes a ticket a project task. As mentioned in the introduction to this course, Projects & Project Tasks are simply Tickets of use 'Projects'. To view the use of a Ticket Type, head to Configuration > Tickets > Ticket Types, […]
Project Views
In this guide we will cover: – Changing Project List View – Changing Project Tasks View – Changing Default Options of Child Tickets i.e. Show Kanban View By Default – Kanban View – Setting Kanban Statuses – Agent Gantt View – Locked milestones and completed milestones View – Quick Way to Adjust Projects and Project […]
Adding in a Project Plan
In this guide we will cover: – How to show the Project Plan tab – Editing the Templates and Rules Project Plan tab Fig 1. Project Plan Configuration > Tickets > Ticket Types > *Click into the Project Ticket Type* > *Click into the Forms Tab* (The setup of templates and creation rules will be […]
Creating Projects
In this guide we will cover: – Creating a Project From The Projects Area – Creating a Project From An Opportunity – Creating a Project From a Sales Order – Applying Budgets to Projects via Sales Orders – To-Do Lists – To-Do List Groups – Date Dependencies Associated Admin Guides: Ticket Areas Actions Budgets To-Do […]
Tile and Kanban HTML $ Variables
Here is a list of the $ variables you can use for the Tile HTML and Kanban HTML in the views modules of tickets and sales. (Configuration > Tickets > Views > Column Profiles or Configuration > Sales > Views > Column Profiles) "flagged", […]
