Projects Management
📁 Projects Management
Last Updated: May 26, 2026Project Management in CybroCRM helps teams work together by managing: Everything stays organized in one place. 🔹 What You Can Do 📌 How to Open Projects From the left menu: 💡 Simple Tips ✅ Update tasks regularly✅ Set due dates for all tasks✅ Upload important files inside projects✅ Use comments for team communication✅ Check project...
Creating Projects
Last Updated: May 26, 2026🎯Creating projects in Cybro CRM helps teams manage tasks, track progress, and work together easily. 🔹How to Create a Project 📍 Step 1: Open Projects 📝 Step 2: Enter Project Details Add: 👥 Step 3: Add Team Members Select the staff who will work on the project. ✅ Step 4: Save the Project Click Save....
Project Statuses
Last Updated: May 26, 2026Project Statuses in Cybro CRM help teams track the current progress of a project. They show whether a project has: 🔹 Common Project Statuses 🔹 Where to View Project Status 🔹 How to Change Project Status 💡 Quick Tips: Keep project statuses updated regularly so the whole team can easily track project progress and deadlines.
Milestones Explained
Last Updated: May 26, 2026🔹 What is a Milestone? A Milestone is an important stage or checkpoint in a project. It helps teams track major progress during the project. 🔹 Where to Find Milestones Here you can: 🔹How to Create a Milestone 🔹 Why Milestones are Important Milestones help teams 💡 Quick Tips: Create milestones for important project stages...
Creating Tasks
Last Updated: May 26, 2026Tasks help teams organize daily work, assign responsibilities, and track progress easily. 🔹How to Create a Task Step 1: Open Tasks Step 2: Enter Task Details Step 3: Save the Task Click Save. 🎉 The task is now created successfully. 💡 Quick Tips: Use clear task names, assign the right team members, and always set...
Task Priorities & Labels
Last Updated: May 26, 2026Task Priorities and Labels help teams organize tasks and identify important work quickly. 🔹Task Priorities .📋 Common Priorities 🏷️ Task Labels Labels help group and identify tasks easily. Examples: Labels make searching and filtering tasks faster. 🔹Where to Set Priorities & Labels 🔹 Why They Are Important They help teams: 💡 Quick Tips: Use priorities...
Assigning Tasks
Last Updated: May 26, 2026Assigning tasks helps teams give work to the right people and track responsibilities easily. 🔹How to Assign a Task? Step 1: Open Tasks Step 2: Select Team Member In the Assign To section: You can assign one or multiple users. Step 3: Add Task Details Enter: Step 4: Save the Task Click Save 🎉 The...
Task Timers & Time Tracking
Last Updated: May 26, 2026Task Timers & Time Tracking helps users record the time spent on tasks and projects. This helps teams: 🔹How to Start a Task Timer Step 1: Open a Task Step 2: Start the Timer Click the Start Timer button ▶️ The timer will begin tracking your working time. Step 3: Stop the Timer After finishing...
Team Collaboration in Projects
Last Updated: May 26, 2026Team collaboration helps team members work together smoothly inside a project. 🔹 How Teams Collaborate 🔹 Where to Access Collaboration Tools Inside the project, you can access: 💡Tips: Use project discussions, update tasks regularly, and keep all important files inside the project for better teamwork.
Project Discussions
Last Updated: May 26, 2026Project Discussions helps team members communicate and share updates inside a project. This keeps all project conversations organized in one place. 🔹 What You Can Do 🔹 Where to Find Project Discussions 🔹 How to Create a Discussion 💡Tips: Use project discussions for updates, questions, and important information so the whole team stays informed in...
Uploading Project Files
Last Updated: May 26, 2026Uploading files helps teams keep all project documents and files organized in one place. This makes it easier for team members to access important files anytime. 🔹 How to Upload Project Files Step 1: Open the Project Step 2: Open the Files Section Click the Files tab inside the project. Step 3: Upload a File...