Britixo CRM Projects, Tasks & Time Tracking | Complete Module Walkthrough

Manage projects, tasks and time tracking in Britixo. Follow real clicks through project settings, milestones, checklist handovers, saved workflows, timers, draft billing, files, discussions, delivery drafts, customer access, reporting and PDF export. MODULE HELP CENTRE https://britixo.com/help-centre/category/projects-tasks/ FEATURE GUIDES https://britixo.com/help-centre/create-a-project/ https://britixo.com/help-centre/configure-project-members-and-permissions/ https://britixo.com/help-centre/create-and-manage-project-milestones/ https://britixo.com/help-centre/use-project-overview-and-progress/ https://britixo.com/help-centre/use-the-project-gantt-chart/ https://britixo.com/help-centre/manage-project-files-and-client-visibility/ https://britixo.com/help-centre/use-project-discussions/ https://britixo.com/help-centre/record-project-expenses/ https://britixo.com/help-centre/create-a-task/ https://britixo.com/help-centre/use-task-list-and-kanban-views/ https://britixo.com/help-centre/use-task-checklists-and-attachments/ https://britixo.com/help-centre/track-time-with-task-timers/ https://britixo.com/help-centre/create-billable-task-time-on-an-invoice/ https://britixo.com/help-centre/copy-tasks-and-manage-recurring-tasks/ CHAPTERS 00:00 Module overview 00:35 Create the project 01:47 Customer permissions 02:28 Edit project settings 03:18 Progress and time totals 03:48 Create a milestone 04:36 Edit a saved milestone 05:05 Private milestones 05:57 Create a project task 07:49 Verify saved task settings 08:17 Owned checklists 08:46 Add checklist steps 09:15 Checklist handover stage 09:43 Sign-off check 10:09 Ordered checklist workflow 10:39 Attach a task document 11:12 Download the task file 11:41 Checklist owners and order 12:34 Save a workflow template 13:04 Copy a task 14:36 Prepare a fresh workflow task 16:00 Apply the saved workflow 16:29 Task prerequisites 16:58 Start and stop a timer 17:55 Review the timer note 18:30 Add manual time 18:56 Save and reopen manual time 19:30 Edit the manual timesheet 20:11 Remove the training timer 20:44 Edit a checklist item 21:17 Reorder checklist items 21:46 Remove an unused item 22:13 Remove an empty checklist 22:44 Complete and hand over a stage 23:20 Complete the final stage 23:48 Reopen a checklist stage 24:19 Complete a task and unlock work 25:12 Select billable task time 25:44 Save the invoice draft 26:41 Open the project invoice draft 27:04 Review draft invoice history 27:34 Search, sort and export tasks 28:29 Bulk-tag selected tasks 29:00 Review and export timesheets 29:54 Milestone views 30:27 Gantt scales and filters 31:33 Upload a project file 32:26 Download the project document 32:54 Create an internal discussion 33:57 Reply to the discussion 34:35 Create a personal note 35:31 Edit and remove the note 36:59 Expense categories 37:45 Record the project expense 39:45 Customer file visibility 40:19 Private task comment 41:01 Create a task reminder 41:46 Edit and remove the reminder 42:43 Save a task repeat schedule 43:18 Remove the repeat schedule 43:45 Verify the one-off task 44:09 Private delivery draft 45:01 Reopen the delivery draft 45:27 Save a task filter 46:07 Reuse and clear the filter 46:31 Change a task milestone 47:19 Detailed task overview 48:14 Move a task on Kanban 48:48 Verify the restored task status 49:34 Update project status 50:12 Pin and unpin the project 51:24 Activity and linked records 53:11 Customer activity privacy 54:06 Signed-in customer access 55:58 Copy the project 57:31 Delete the empty training copy 57:54 Verify the original project 58:29 Export the project PDF 59:23 Summary and next steps Recorded in a disposable workspace with fictional training data. Credentials are entered privately. Provider integrations require your authorised setup. #Britixo #ProjectManagement #TaskManagement #TimeTracking #CRMTutorial #CRMSoftware #CRM