SalesUp Project Management for Creatio

1. New Gantt chart:

1.1 UI/UX improvements

• The first column of the grid with the record name is now displayed as a link and allows you to open the Project/Issue record in a new tab
• An additional column with informative data (e.g., name, not just code) is displayed next to the tile on the chart
• The styles of the Gantt chart settings modal window have been updated.

1.2 Changes in interaction

• The logic of interaction with tiles has been changed — a single click to open the context menu with the “Open” item has been replaced by opening the record page with a double click on the tile.

1.3 Filtering optimization

• If the amount of data for the specified filters is small, the filter for the current year is not automatically set, allowing all available data to be displayed.

1.4 Grouping profiles

• Added the ability to create profiles for quickly switching between different grouping options (for example, grouping projects by Account and Owner).

2. Extended data display

The project page now allows you to display Activities and Issues not only for the current record, but also for all child subprojects and tasks.

1. Compatibility with Creatio 8.3.0

• Full adaptation of the Issues and Projects sections to the new section register interface (Creatio version 8.3.0).

2. Interface changes for element display

• Minor interface changes related to the placement of elements, such as the positioning of the "Search" field.

3. UI/UX changes for Gantt chart and Kanban board display

• The Gantt chart and Kanban board views have been adapted for the new section type (Creatio 8.3.0). After installing the product, buttons for the Gantt chart and Kanban board automatically appear.

• Freedom pages updates;
• Gantt Chart component configured for details in Project and Issue sections;
• Default views in the Issues and Projects registry sections now include: List, Analytics, Gantt Chart, and Kanban Board;
• The Project Management Cases module has been updated for full Freedom compatibility;
• General fixes and performance improvements.

Support for working with Project Sprints has been added.

1. The ability to manage tasks and activities in terms of Sprints, which increases work efficiency and simplifies understanding and analysis of the project;
2. Ability to create sprints by dates and roles (separate for each team);
3. Linking tasks and activities to Sprints (the system automatically suggests linking if it was not done manually);
4. Calculation of indicators within a sprint:
   - Number of tasks
   - Total duration
   - Percentage of completion
   - Efficiency
5. Sprint notifications

Product packages conversion to assembly packages

The support for working with Project sprints has been added.

You can keep Issues and activities in Sprints, which increases the efficiency of work and simplifies the understanding and analysis of the project.

• Ability to create sprints by dates and roles (separate for each team)
• Linking tasks and activities to Sprints
• The system automatically suggests binding, if it was not done manually
• Calculation of indicators within the sprint:
  • Number of tasks
  • Overall duration
  • Percentage of completion
  • Efficiency
• Sprint notifications

Moreover, the system is successfully integrated with other products, for example, you can add Checklist or Internal Chat to Sprint.
This further improves the efficiency and convenience of the work.