Overview
Product overview
Sales'Up 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 (issues) on the Gantt chart and Kanban board will help you effectively track and analyse your team's performance. Compare management strategies and choose the best one for you!
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.
Key Features
Comprehensive project management
Kanban board view
Gantt chart view
Pricing
Terms and Conditions
Pricing FAQ
Support
Installation
Setup guide
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- In the modal window that appears, select the product, fill in the company name, and email for communication and click the "submit" button.
A temporary license of Sales'Up for 14 days will be installed independently.
More details: https://salesup-it.notion.site/SalesUp-Licensing-for-Creatio-8bfd3f5781b74e27bc06353c1de9471e
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
- 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.
2. "Issue" section adapted to Freedom UI
Support for working with Project Sprints has been added.
- The ability to manage tasks and activities in terms of Sprints, which increases work efficiency and simplifies 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 linking if it was not done manually);
- Calculation of indicators within a sprint:
- Number of tasks
- Total duration
- Percentage of completion
- Efficiency - 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.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.