3. Projects, Phases and Activities (How We Deliver Cases)

This document provides a step-by-step process to effectively manage client projects using Pipedrive. It outlines the necessary actions from the initiation of a project to its completion, ensuring all activities are timely and accurately tracked.

Step 1

Initiating the Project

Once a client signs and makes the payment, our work moves from the deal phase to a project phase. Each case is managed as a Pipedrive project using a designated template. When you open a project, you will see various phases such as kickoff, requirements, analysis, preparation, submission, and completion.

Step 2

Understanding Phase Activities

Within each phase, there is a list of activities that are automatically generated when the project begins. These activities include tasks such as confirming payment receipt, sending a document checklist and questionnaire, and conducting an introduction call.

Step 3

Managing Activities

It is crucial to use activities tasks exclusively as they appear in the users' activity panel. Do not use project tasks since they do not display in the activity panel. Focus solely on managing activities tasks.

Step 4

Adjusting for Delays

In instances where a client delays and misses a deadline, note that Pipedrive does not have a feature to pause a project automatically. You must manually adjust the due dates of future activities to accommodate the delay.

Step 5

Handling Project Status

If necessary, you can manually change the project label to "On Hold" to reflect any significant delays or pauses in the project progression.

Step 6

Maintaining Project Flow

Your responsibilities within a project include completing activities on schedule, rescheduling them as needed when circumstances change, and maintaining an accurate phase status to ensure team awareness of the project's current position.