BLOG. SMART PRACTICAL BUSINESS ADVICE

Feature Focus: Project Types and Stages

As part of a new series of blog posts, we’ll be sharing insights into how we operate, using WORK[etc] the online CRM to manage WORK[etc] the business. Yes, the biggest users of WORK[etc] are also the ones who made it -- which is why we’re starting a new blog series geared toward sharing best practices that we’ve developed over the years.

Project types and stages

It’s been about 18 months since the current project types and stages feature was built into WORK[etc]. Before that, project progress was governed only by tasks and subprojects. In very crude terms, if you had a project with 10 tasks, the default setting was that the progress would increase by 10 percent for every task you ticked off.

Progress bar with equal stage percentages

Things aren’t as straightforward as that, though — individual tasks in a given project will rarely have the same weight. You might have a project with two tasks — do the work and then review it. Obviously, the review would be a lower percentage compared to actually doing the work. It won’t be an even 50-50 split.

The fact that not all tasks will have equal weight was the main reason that Project Types and Stages came into existence.

Progress bar with unequal stage percentages

Creating and setting the stage

The point when I finally thought that I had this cracked came during a training call with a digital marketing and design company. Here’s how we went about setting up a project type for one of their web design projects.

The company’s process involved four basic stages: consultation with the client, design, remote development, and finally a sprint, where everybody involved in the project got together to focus on finishing it.

A typical project for this company usually involved several cycles — design, remote development, and sprint — until they finished coding the website. For this particular project type, however, they wanted only one of each stage. We first went about setting up the Consultation stage.

Creating a new Project Stage

The completion percentage for each stage is based on whatever value you enter. It’s not an exact science; for some projects, you may be able to put a very accurate percentage on specific stages, but for others, you may just have to make up a number.

We set the Consultation stage to account for about 10% of the work. We then added Design, Development, and Sprint stages at 30%, 65%, and 95%, respectively

The stage descriptions make it easier for everybody to know exactly what is happening at any specific stage, while color-coding them helps you quickly see how the project is moving along. Users who have access to the customer portal can also add a portal label, which is what clients would see on the customer portal.

The reason for this is that you may want to call a stage one thing internally but give it another, slightly friendlier name for your clients. Or you might not want to reveal the full details of your internal processes.

You can even use the same portal label for multiple stages. In the screenshot above, as far as the customer is concerned, everything from “Design” through “Sprint” is “In Progress.” If the project is currently in the “Development” stage internally, for example, their client would see this on the customer portal:

Portal Labels

Any further changes made to a project type will automatically be applied to projects that use it. For example, if the company adds two new stages to the Website Development project type, these two additional stages would automatically be reflected in the Rebranding project shown above.

See where your projects stand at a glance

Perhaps the most important thing about stages is that they give you a quick visual overview of where you’re at in any given project. You can filter for specific project stages on the main Projects screen and save the results as a shortcut at the top of your screen. This can be particularly useful to managers; at any point in time, you can access that list with a single click.

Let’s say that you run your own digital marketing firm and want to see all Website Development projects currently in the development stage. You just go to the main Projects module and filter for those stages.

Using Project Types for Saved Filters

With just one click, you can check the list every week and immediately see which projects you need to follow up on. If any of the projects needs updating, that can be done by simply clicking on the project stage and choosing the new stage from a drop-down menu.

Updating Project Stages

On a very basic level, project types can also be used to differentiate internal projects from client projects. You could, for example, create a project type called Internal Projects and use it to monitor any internal work — preparing blog posts, redesigning the company letterhead, etc. Client projects could then use a different project type.

With this setup, you can just go to the project list and filter for internal projects, as opposed to things that you’re doing for your clients.

Filtering for Internal Projects

Not just for projects

When you create a new project, you can set the project type for the project as a whole and choose an entirely different type for all related items, such as tasks.

Using Project Types for child items

This can be particularly helpful for projects where you need a deeper level of control over tasks that have their own processes and stages to follow. If a digital marketing firm, for example, has a whole bunch of SEO tasks lined up, they can set them to an SEO project type.

Words of advice

Project Stages can be added to a Project Type at any time. The first real-life Project Stages I started to use were for our Consulting and Paid Service Clients.

We set up the “steps” or “stages” of the process and jumped right in. After a couple of weeks, we realized that we should have an additional stage at the end for client feedback; 10 seconds later, it was there. The next month, a “Quote Sent” stage was added at the start. This flexibility is perhaps the secret of success here.

My advice for every WORK[etc] user is to first set up a very basic project type. A generic one with three stages — Not Started, In Progress, and Completed — will do nicely. Use it and put it into practice regardless of what you do in your business, and then start to fine-tune it like I did.

Have you played around with the project types and stages feature? Tell us how you use it to streamline your business processes.

See all

Featured Posts

7 Clever Add-Ons That Supercharge Google Drive Productivity

Do more with WORKetc CRM’s Google Drive integration and these clever add-ons. We rolled out a significant new feature to WORKetc CRM’s Google Drive integration a while back, giving users access to Team Drives from within the WORKetc CRM environment. In the spirit of that update, here’s a curated list of seven add-ons for Google […]

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Using WORKetc CRM for a more efficient, productive sales team. Selling is simple. You get a sales lead, you offer goods and services, the customer picks one and pays you. But just because it’s simple doesn’t mean it’s easy. The idea itself may be simple, but the actual execution is a difficult task requiring a […]

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop wasting money with these 3 must-know project management tips. Ever lost money on a project, even one that you managed to complete? Well, you’re not alone. In their 2018 Pulse of the Profession report, PMI estimates that 9.9% of every dollar is wasted due to poor project performance. For every $1 billion invested, that’s […]

WORKetc CRM Success: Celebrating Your Big Wins in 2018

A brand-spanking new Gmail add-on, an overhauled iPhone app, and much faster search capabilities—these are just a few of the massive changes we introduced to WORKetc in 2018. None of these improvements, however, would be at all possible if not for the continued support and dedication of our loyal WORKetc users. And since there’s no […]

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

WORKetc CRM tips and tricks, tried and tested by real users. A CRM is an investment. And as with every investment, you’ll want to squeeze a much juice as you can out of it. Here’s a new batch of tips on how to do just that, from real WORKetc users running their small businesses on […]

3 Critical Resolutions for Small Business Success in 2019

Keep the fireworks going all throughout 2019 with WORKetc CRM. If you’re anything like me, New Year’s resolutions are never just about your personal life. It’s also about probing deep and seeing what you can do for your business. It’s about identifying changes that have real, tangible, and measurable impacts. Here are a few ideas […]