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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
Tasks (if visibility is enabled)
You can export project data or generate reports.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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