Managing project types, statuses, and guides

SuperOffice CRM provides administrators with tools to standardize project workflows through project types, statuses, and guides. These features enable consistent project tracking, task management, and documentation across teams. Use the Workflow and Lists screens in Settings and maintenance to configure and manage these components.

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Key concepts and locations

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What do you want to do?

• Add a project status: Define and manage project phases such as “Planned” or “Closing.”
• Add a project type: Create types such as “Campaign” and assign relevant statuses.
• Create a new project guide: Design workflows with follow-ups, documents, and milestones for project types.
• Edit or deactivate a project guide: Update workflows or disable guides for specific project types.

These tools empower administrators to tailor project workflows, ensuring efficiency and consistency across teams.