CyberFreezeDev
Loading
Project boards, tasks with estimates, and time logged against the day the work happened.
Projects sit under the same login as the CRM, but people see only the projects they were given.
When a deal is won, the work starts. In Desk that work lives in the Projects wing, under the same login as the CRM, so the people delivering can see the client they are delivering for.
Visibility is deliberately different from the CRM. CRM records are shared across the organisation. In Projects you see only the projects you were given. A freelancer brought in for one job sees that job and nothing else.
Each project sets its own columns, so different jobs follow different steps.
Each project has its own columns, such as To do, In progress, Review and Done. Columns are per project, so a design job and a build job can follow different steps.
Tasks carry an assignee, status and estimate, kept apart from logged time.
Project tasks have an assignee, a status and an estimate. Changing the estimate is separate from logging time, so the plan and the actuals stay distinct.
Discussion stays on the task or project it is about.
Discussion sits on the task or the project it is about, not in a chat thread nobody can find later.
Log time in minutes against a task, with an optional note.
Time is logged in minutes against a task, with an optional note. Ninety minutes is an hour and a half.
Entries record the date of the work, not the date it was typed.
Each entry records the date the work was done, not the date it was typed, because people log Friday's work on Monday.
Project editors can log hours for a colleague, such as from a timesheet.
A person with permission to edit the project can log time on a colleague's behalf, for example a lead entering hours from a timesheet.
The client's deal history stays visible during the project, and the activity feed covers both the CRM and Projects.
The deal history from the CRM pipeline stays with the client while the project runs, and the activity feed shows what people completed, commented and updated across both wings. An AI assistant connected to Desk can create tasks, move them between columns and log work when you tell it to; see AI assistant tasks. For billing the hours, our accounting product Fint handles invoices and GST.
Project access is per project. The CRM is organisation wide for active members, so give contractors project access and keep them out of the CRM wing where your setup allows.
Desk records time as logged minutes against a task and a work date. Ask us in the demo how your team tracks time today and we will show how it maps.
Yes. Columns are set per project.
Last updated