Getting Started With Project Management - Apptivo

1. Getting Started With Project Management

2. Agenda What is Apptivo Project Management? The Four Primary Functions of Apptivo PM Features & Key Configuration Settings Attack Plan for a Quick-Setup Walk-Through of Configuring a New Company

3. What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools

4. Technical Details Infrastructure Compatibility Security Rock-Solid 24x7 Work From Any Device Access Control For: • Access to apps • Access to records • Access to fields on records • Emails & activities • Collaboration features • Reports & navigation • 100% Cloud • Optimized for all modern web browsers • iOS/Android (tablet & phone) • Tech includes AngularJS, Bootstrap, Java, HTML 5 • Hosted in USA • Real-time off-site backups • 256-bit SSL encryption of all communications • Disaster recovery environment hosted with Amazon

5. Your Business Revolves Around Projects Time & Expenses CRM & Quoting Invoicing Your Project Help Desk Tickets

6. The Four Primary Functions of Apptivo Projects • Project Data & Portfolio Management • Tools to manage multiple projects, such as a template system, customizable fields, configurable dashboards & lists, and reporting. • Task Management • Create activities with dependencies to have project schedules generated automatically. All tasks & calendar events are easily categorized, and visible from the unified agenda. • Collaboration & Communication • There are several ways to communicate with customers & team members: a social news feed, call log, and area to track relevant notes & documents/files. Even send out email templates, and track conversations relevant to the project. • Time Tracking & Billing • Every task contains a work log to track the actual effort through a built-in timer. A separate timesheets app is directly integrated with these work logs to allow approval of logged time, or a manager can invoice directly from the project.

7. Unified Collaboration & Activity Management Task & Calendar Management Link Documents From Dropbox & Google IMAP Email Tracking & Mail Templates Unified Agenda

8. Flexible Scheduling via Interactive Gantt Chart Manage Task Dependencies & Scheduling Constraints Track Multiple Projects Together Edit Project Schedules With Drag-and-Drop

9. Integrated Task Timer & Timesheets Work Logs On Every Task Email Approval for Timesheets Use Timer or Log Bulk Hours Generate Timesheet From Project Tasks Built-In Billing & Activity Reports

10. Deep field customization & search capabilities Multiple Layouts Field Sharing & Security Unlimited Attributes All Fields Searchable

11. Getting Started

12. Minimal Steps to Get Started • Create Your Account • Customize Your Navigation & Connect Email • Configure Fields, Layouts, Views • Create Project Templates (if needed) • Add Users & Customers (if needed)

13. Thank You! Contact sales@apptivo.com for a personal demo