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 […]
Creating a Project Template
In this guide we will cover: – Creating a parent ticket template – To-do lists – Creating child templates – Applying the template In this example, we will look at constructing a Ticket template which can be used for repeat Projects. We will use a fairly generic Project structure which involves: A Discovery Phase. A […]
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 […]
Milestones
In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project Associated Admin […]
Project Templates
In this guide we will cover: – How to create a new Project Template – How to add To-Do Lists and Tasks to a Project Template – How to add Child Tickets (Project Tasks) to a Project Template – Adding Creation Rules to Child Templates – Setting The Child Template to a Read Only State […]
To-Do Lists
The following video is by Renada Elegant Solutions, one of our onboarding partners. This video covers setting up to-do lists, attaching them to tickets manually and also attaching pre-configured to-do lists by matching a ticket rule and applying a ticket template with a to-do list attached. The other more complicated setup explained in this guide, […]
