Project Management Module

The Project Management Module facilitates collaboration among multiple teams within a single project. Teams can be assigned to projects, and through Project Groups, multiple projects can be linked, allowing different teams across these projects to work together as a cohesive unit. Each project includes a unique identifier number called “Queue,” which organizes incoming client calls and distributes them to the available clerks within the assigned teams.

Projects

The Project Module enables collaboration among multiple teams within a single project. Each project is assigned a unique identifier, known as the "Queue," which streamlines the management of client calls by routing them to available clerks within the system. Projects can also be assigned to a parent group, allowing related projects to be organized and managed together.

Create Project

Step-by-step instructions for creating new groups, assigning roles, and setting permissions.

  1. Navigate to Project Management

    • From the left sidebar, click on the Project Management icon.

    • Select the Projects option from the menu.

Project Management Page

Add a New Project * Click the Add Project button to begin creating a new project.

Complete the Project Details Form * Fill out the required fields with valid data, such as project name. * If the project has a parent group, select the appropriate parent group for managing related projects. * Fill the Queue number as this number is responsible for handling the call from the client and routing them to the available clerks in the system. * Click the Next button to proceed to the Teams Selection form.

Project Management Page

Assign Teams Selections * In the Team Members Selection form, check the boxes next to the teams you want to assign to this project. * The selected teams include users with the role of Group Clerks, who have the rights and permissions to handle call management. When a client calls the designated queue number, available clerks within the assigned teams for the related project will manage the call.

Create the Project * After selecting the desired teams, click the Create button to finalize the new teams setup.

Project Management Page

Step-by-step instructions for updating existing projects and assigning teams.

Navigate to Project Management * From the left sidebar, click on the Project Management icon. * Select the Projects option from the menu.

Project Management Page

Edit an Existing Project * Locate the project you want to edit and select the checkbox next to it. * The Edit button will become enabled. Click it to proceed. * In the Project Details Form, update fields like name, parent group, queue number, and so on. * Click Next to continue to the Teams Selection form.

Project Management Page

Update Teams Selection * In the Team Members Selection form, update and check the boxes next to the teams you want to assign to this project. * The selected teams include users with the role of Group Clerks, who have the rights and permissions to handle call management. When a client calls the designated queue number, available clerks within the assigned teams for the related project will manage the call.

Project Management Page

Update the Project

  • After selecting the desired teams, click the Update button to finalize the project’s configurations.

Groups

  1. Click the Project Group option from the sidebar.

  2. You will be redirected to the Project Group page.

  3. Click the Add Project Group button.

  4. You will be redirected to the Add Project Group page.

Filling the Project Group Form

  1. Enter the required details in the Project Group form.

  2. Click the Next button to proceed.

Add Project Group Page

Assigning Teams to the Project Group

  1. Check the Teams checkbox to assign teams.

  2. Click the Create Project Group button.

Assign Teams to Project Group

Saving and Redirecting

  1. After successful submission, you will be redirected to the Project Group page.