1. Getting Started
With Project
Management

2. Agenda
1. What is Apptivo Project Management?
2. The Four Primary Functions of Apptivo PM
3. Features & Key Configuration Settings
4. Attack Plan for a Quick-Setup
5. Walk-Through of Configuring a New Company

3. What is Apptivo?
Platform of 50+ integrated
business apps
Integrated collaboration,
email & documents
Mobile website & native
apps for iOS & Android
REST API for connections
to outside tools

4. Technical Details
Infrastructure
Rock-Solid 24x7
• Hosted in USA
• Real-time off-site backups
• 256-bit SSL encryption of
all communications
• Disaster recovery
environment hosted with
Amazon
Compatibility
Work From Any Device
• 100% Cloud
• Optimized for all modern
web browsers
• iOS/Android (tablet &
phone)
• Tech includes AngularJS,
Bootstrap, Java, HTML 5
Security
Access Control For:
• Access to apps
• Access to records
• Access to fields on records
• Emails & activities
• Collaboration features
• Reports & navigation

5. Your Business Revolves Around Projects
CRM & Quoting
Help Desk Tickets
Invoicing
Your Project
Time & Expenses

6. The Four Primary Functions of Apptivo Projects
Project Data & Portfolio Management
Tools to manage multiple projects, such as a template system, customizable fields, configurable dashboards &
lists, and reporting.
Task Management
Create activities with dependencies to have project schedules generated automatically. All tasks & calendar
events are easily categorized, and visible from the unified agenda.
Collaboration & Communication
There are several ways to communicate with customers & team members: a social news feed, call log, and area
to track relevant notes & documents/files. Even send out email templates, and track conversations relevant to
the project.
Time Tracking & Billing
Every task contains a work log to track the actual effort through a built-in timer. A separate timesheets app is
directly integrated with these work logs to allow approval of logged time, or a manager can invoice directly
from the project.

7. Unified Collaboration & Activity Management
Task & Calendar
Management
IMAP Email Tracking &
Mail Templates
Unified Agenda
Link Documents From
Dropbox & Google

8. Flexible Scheduling via Interactive Gantt Chart
Manage Task
Dependencies &
Scheduling Constraints
Edit Project Schedules
With Drag-and-Drop
Track Multiple Projects
Together

9. Integrated Task Timer & Timesheets
Work Logs On Every
Task
Built-In Billing &
Activity Reports
Use Timer or Log Bulk
Hours
Email Approval for
Timesheets
Generate Timesheet From
Project Tasks

10. Deep field customization & search capabilities
All Fields Searchable
Multiple Layouts
Unlimited Attributes
Field Sharing &
Security

11. Getting Started

12. Minimal Steps to Get Started
1. Create Your Account
2. Customize Your Navigation & Connect Email
3. Configure Fields, Layouts, Views
4. Create Project Templates (if needed)
5. Add Users & Customers (if needed)

13. Thank You!
Contact sales@apptivo.com for a personal demo