A New Approach
You may already know that Teamleader Focus is an all-in-one solution for managing your work, keeping contact information and selling. But recently, the entire project module was renewed. No, even better! A completely new project module has been developed, separately from the old project module. As Teamleader himself says: “Sometimes it's better to flatten the house”. Source. The new project module gives you and your team complete freedom in planning, executing and invoicing projects. Here we list the advantages and the biggest differences with the old module for you.
Frictionless
The new module makes it easier to apply your own workflow, instead of adapting your workflow to the module (like in the old module). Every company, team, and user has a slightly different way of working. It is therefore important that each person can find their way in a project management tool. But how do you ensure that each individual can work in a tool in their own way?
The project module is built on the principle of “flexibility”. In practice, this is shown by the many customizable elements and data in a project, without complexity and without losing the overview. This way, you can not only add tasks and appointments to the project, but also material. You also choose which data is shown in the header and you can see at a glance what is important to you.
From quote, to project, to invoice
The quotes and the CRM are seamlessly integrated with the project module; in Teamleader Focus, everything works together in one place. After your quote has been signed by your customer, you can fully or partially convert it into a project. You can translate the articles in the quote into a task, appointment or material. For both groups and for each individual item, you can then choose from different types of billing methods. This makes it possible to track and invoice projects of any kind from Teamleader Focus. When invoicing, you decide which parts to invoice based on group, selection or data.
Differences with the old project module
Groups versus phases
In the old module, it was possible to add project phases. One of these always had to exist and they had a very tough appearance. The new project module uses groups, which are easy to drag and duplicate. This way, you can organize and organize quickly and easily. You can also merge two groups by dragging one group into the other group.
Combine your work
It is possible to link multiple quotes to one project, which was not possible before. This way, you can combine multiple won deals from the same, or different, customers into one project. It is not necessary to convert complete quotes into a project, you can choose which parts to take over from the accepted offers. You can then also choose when and which parts of the project to invoice to which linked customer.
Collaborate
It is possible to add multiple customers to the same project and also invoice these customers separately. That is the power of working together. In addition, you can make multiple users responsible for a task at the same time, so everyone can contribute.
Drag, sort, structure
You can't just drag groups. You can also easily drag the individual items from place and to other groups. Change? New job? Other task completed first? No problem, the work overview has been updated! In the new project module, you work the way you want.
Color coding
A small thing, but very useful for that extra bit of overview. You can color code both projects in general and groups within a project. This is neatly displayed in the overview.
For whom?
By default, the new project module is available to all customers who start a new account or already have a package in the current formula. Do you have a license in the outdated module? Then you will have to switch to make use of the new project module and many other additional features. Feel free to talk to us if you want to get advice on which package suits you best.
I still have the old module, how can I switch to the new one?
The new project module replaces the old project module; it is not possible to use both at the same time. A migration tool has been provided in Teamleader Focus that makes it possible to see a demo of the new module and switch when you are ready. You can only make this switch as an admin user.
Get in touch for transition support and essential training for the new project module in Teamleader Focus. We'd love to give you a demo!
