🎯Creating projects in Cybro CRM helps teams manage tasks, track progress, and work together easily.
🔹How to Create a Project #
📍 Step 1: Open Projects #
- Click Projects
- Click New Project
📝 Step 2: Enter Project Details #
Add:
- 📌 Project Name
- 👤 Customer
- 📅 Start Date & Deadline
- 📝 Description
👥 Step 3: Add Team Members #
Select the staff who will work on the project.
✅ Step 4: Save the Project #
Click Save. 🎉
Your project is now created.
💡 Quick Tips: Use clear project names, set deadlines, update task status regularly, and keep all important files organized inside the project.

