5
5 (14 ratings)

SalesUp Project Management for Creatio

Work on projects and project tasks using the Gantt chart and Kanban board.

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
Install
Product description
Product description

SalesUp Project Management for Creatio - The product allows you to plan, create and manage project tasks, monitor their progress, respond quickly to deviations from the schedule and changes in the priority of tasks using a convenient view in the form of Gantt chart and Kanban board.

Use cases:

The product helps manage project tasks at all levels, from planning to final product delivery. Setting up filters, displaying tasks on the Gantt chart and Kanban board will help you effectively track and analyze your team's performance. Compare management strategies and choose the best one for you!

Key features:

  • Assign, monitor, and manage task stages;
  • Quick access to detailed task information;
  • Manage task priorities;
  • Identify weaknesses in project progress;
  • Detailed project tasks progress monitoring;
  • Analyzing resources spent on execution of tasks;
  • Control and optimization of employees' working hours;
  • Visualization of tasks, their number and execution stages on the Gantt chart and Kanban board
Languages
English
Ukrainian
Support conditions

Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Price
SalesUp Project Management for Creatio cloud / on-site subscription
$ 3.900
/ year
Pricing does not include taxes and fees (such as VAT) regulated by law.
Product compatibility
Product
Sales (enterprise)
Version
7.14 and up
DBMS
MS SQL
PostgreSQL
Platform
.Net Core
.Net Framework
Guides and manuals

There are two ways to install the application:

  1. Automatically - by specifying the site address and clicking the "Install" button
  2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

To create the project:

  1. Go to the Projects section and add new project.
  2. Add the name of the project, type, status and account.
  3. Add the employees on the "List of resources" detail.
  4. Add the structure of the project.
  5. Save the changes.

To create a new issue of the project:

  1. Go to the Issue section and add new issue.
  2. Add the name, project, subproject work, and press Save.
  3. Open the page of new issue and add the Assignee, Date start and Date end, Description of issue.
  4. Save changes.

As a result a new project issue will be available in the Issue section as a List view, Kanban view and Gantt view. 

Project management for Creatio user guide_eng_0.pdf

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