The project management system lets you create and manage project lists. Each project type has specific tasks that need to be completed in order to proceed to the next step. To begin using the project management system login to your account.
Select the name of the partner from your account list.
Creating New Projects
Select the Projects beneath the partner's account information. Existing projects attached to this account are listed. To create new project choose the New Project button. To manage existing projects select the name of the project.
Enter the project name, project type and due date. For example, if you need to create a banner ad for the partners website, name the project "Banner Ad" and choose the corresponding project type. When finished, select Save. This loads the Milestone screen.
Milestones provide you with detailed tasks that need to be completed to finish the project: who the task currently is assigned to, the start and end dates, the duration and the user’s action that needs to be completed. You can also utilize the action buttons at the top of the screen to add different types of notes for this specific project. Some project types have more tasks that need to be completed then others such as sending an email or filling out a form.
If you need to manage a project that has already been created, select the name of the project and then choose the Milestones tab.
The first step in every project is to identify the project team. Choose the Select people button located on the right hand side of the page.
Choose the Select a contact button and search for the contact that needs to be added. If the contact does not exist, choose New Contact and create the contact. From the Contacts & Accounts screen, choose the role for the contact and the user.
Choose the Select roles button next to the contact and place a check in the box next to the “Decision Maker” option. Next, choose the Select roles button next to the user and place a check in the box next to the necessary roles.
Select the “Milestones” tab again to be brought back to the project task list. The first task “Identify project team” has been completed.
Each project type has different tasks and stages. It is important to follow and complete the tasks in order. You can mark a task completed by selecting the Mark as complete button in the Action column. Certain tasks might have prerequisites in order to continue and other tasks might require you to send an email or fill out a form.
Send email: If the task requires you to send an email, select the Edit and send email button located under the Action column. In the fields provided enter a subject and your email content. When finished, select the Send Email button. Some emails have predefined content.
Fill out Form: If the task requires you to fill out a form, select the Fill out form button located under the Action column. Complete the form and select the Submit button located at the bottom of the page. You can review forms that have been already filled out by selecting the “View the form information” button.
If the project you are working on involves a campaign, you need to attach it to the project. Attaching the campaign provides you with the campaign summary after it has been sent. It also allows you to view any opportunities that have been created based off this project.
To attach a campaign, choose the Tactic tab. Use the search field at the top of the screen to search for the campaign. After you locate the campaign choose the “Attach to project” button.
To review opportunities generated from the campaign select the Opportunities tab. Use the search filters at the top of the page to filter stage groups and date ranges. When you are finished setting the search criteria, select the Search button.
Project List Report
As you begin entering projects into the system it can become difficult to keep track of which projects you have created. Review your project list by selecting the Projects tab located at the top of the page. On this screen you can view Current Tasks, Opened Projects by Type and Involved Projects.
You can access your project list by selecting List on the left hand menu. This displays a list of all your active projects. You can utilize the search filters at the top of the page to filter by user, type, date range and status. To access a project select the name of the project.
You can break your project list down by account by choosing the By Account menu item locate in the left hand menu. This displays the number of active projects for each account. You can utilize the search filters at the top of page to filter by user, project type and project status.
You can view your to do list by selecting the “To-do list” menu item located in the blue box on the left hand side of the page. By default, this displays a list of tasks that are past due. Use the search filters at the top of the page to display tasks due in the next week or all tasks.