Can I manage internal projects in SuiteDash?

Question

I often plan events, which requires me to send contracts, manage contractors, and track tasks, but it\u0027s an internally managed project. Can SuiteDash operate like this, or is a \u0022client\u0022 required to manage a project?

Mike_SuiteDash · Answer

Hi jayrayisthename,\u000a\u000aYes, definitely. Internal projects work fine.\u000a\u000aRight now a Project does expect a Client to be assigned, so the simple approach is to create one placeholder Contact for this purpose. Name it something like First Name \u0022Internal\u0022 and Last Name \u0022Project,\u0022 then assign that Contact whenever you\u0027re building a Project that isn\u0027t tied to an actual customer. Takes thirty seconds once and you never think about it again.\u000a\u000aEverything else you described works normally from there. Contracts through Documents with digital signing, contractors added as Staff and assigned to Tasks, and full Task tracking with dependencies, Kanban view, and Timers if you want to log hours against the work.\u000a\u000aWorth knowing: we have work in process right now to analyze and modify the logic so that a Client selection isn\u0027t required at all. So the placeholder approach is a short\u002Dterm step rather than something you\u0027ll be living with permanently.\u000a\u000aEvent planning is actually a great fit for the Projects Toolkit. Phases, Task Templates, and Project Generators mean you build your standard event workflow once and spin up a fully populated Project for each new event rather than rebuilding the checklist every time.\u000a\u000aTIP: Make sure you understand what a \u0022Based\u002DOn Date\u0022 is, because in event planning, this mechanism is incredibly useful. You can collect the date of the event in an early intake form or interest form, save that to a custom field, and then base all of your automations around that date, both before and after. You can build a complete timeline that is replicatable over and over and over again. The timeline of your automations is anchored around the \u0022based on\u0022 date, which can be whatever date the event is, so your lead\u002Dup events and your follow\u002Dup events are anchored dynamically around the date of the event each time. \u000a\u000aProjects overview: https://help.suitedash.com/article/388\u002Dprojects\u002Doverview\u000aTask Templates: https://help.suitedash.com/article/68\u002Dtask\u002Dtemplates\u000aProject Generators: https://help.suitedash.com/article/250\u002Dprojects\u002Dproject\u002Dgenerators\u000a\u000aThanks,\u000a\u000aMike

SuiteDash

Share SuiteDash

Choose a plan

Related questions