How to Create and Manage Projects in Britixo CRM?

Introduction:

Projects in Britixo CRM allow you to group multiple tasks, milestones, and files under one central workspace. This is ideal for managing client work, internal jobs, or team-based operations. You can set deadlines, assign staff, and track billing—all within the project interface.

Step-by-Step: Create a Project in Britixo

1. Navigate to Projects

• From the left sidebar, click Projects.
  
  

• You'll see a list of all active, completed, or archived projects.
  
  

2. Click “New Project”

• In the top-left corner, click the green New Project button.
  
  

Project Creation Form

General Info

• Project Name: Required field. This is the title of the project.
  
  

• Customer: Select an existing customer. Projects must be linked to a customer.
  
  

• Billing Type:
  
  

• Fixed Cost: One-time fee
  
  

• Project Hours: Based on time logged by staff
  
  

• Task Hours: Based on time tracked per task
  
  

• Status: Set the current stage (e.g. Not Started, In Progress, On Hold, Cancelled, Finished)
  
  

• Start Date & Deadline: Define when the project begins and the expected completion date.
  
  

• Currency: Set the default currency if different from the system default.
  
  

Project Members

• Add staff members by selecting them from the Members list.
  
  

• These users will have access to the project and be able to view/edit tasks.
  
  

Optional Settings

• Description: Add a summary or context for the project.
  
  

• Progress: Define initial progress manually or set it to update automatically based on task completion.
  
  

• Tags: Internal keywords to help group or filter projects.
  
  

Save the Project

• Once the form is filled, click Save.
  
  

• You’ll be redirected to the full project workspace.
  
  

What You Can Do Inside a Project

Once the project is created, the following tabs and tools become available:

Overview

• View high-level stats:
  
  

• Status
  
  

• Customer name
  
  

• Start and end dates
  
  

• Hours logged
  
  

• Task summary
  
  

• Progress bar showing % completion (manual or automatic)
  
  

Tasks Tab

• View all tasks linked to the project
  
  

• Create new tasks or link existing ones
  
  

• Assign to team members
  
  

• Drag-and-drop using Kanban view if enabled
  
  

Files

• Upload and share files related to the project
  
  

• Staff and customers can access files depending on visibility settings
  
  

Discussions

• Create discussion threads for project collaboration
  
  

• Great for feedback or group communication
  
  

• Only visible to staff unless shared with client
  
  

Timesheets

• View all time entries logged under this project
  
  

• Filter by staff, task, or date
  
  

Notes

• Add internal-only notes visible only to staff
  
  

Invoices

• View or create invoices for billable tasks/time
  
  

• Track payment status directly from the project
  
  

Milestones

• Add specific points or deliverables tied to dates
  
  

• Useful for staging complex projects
  
  

Activity Log

• View a timeline of every action taken in the project:
  
  

• Task updates
  
  

• Time entries
  
  

• File uploads
  
  

• Status changes
  
  

Tips & Notes:

• You can mark a project as finished when complete.
  
  

• Customers linked to the project can view:
  
  

• Progress
  
  

• Files
  
  

• Tasks (if visibility is enabled)
  
  

• Discussions
  
  

• You can export project data or generate reports.