How to Add and Edit Projects

To create a new project in CRMLEAF, navigate to:
Work > Projects → Click Add Project

Fields to Fill:

• Short Code: Unique project identifier for easy reference.

• Project Name: Clear and descriptive project title.

• Start Date / Deadline: Define project duration with start and end dates.

• Project Category: Classify the project by department or functional group.

• Project Summary: Briefly outline project objectives or scope.

• Notes: Add internal notes relevant to the team or stakeholders.

• Public Gantt Chart (Enable/Disable): Share the Gantt view via public link.

• Public Task Board (Enable/Disable): Allow external access to task board view.

• Task Approval Requirement (Enable/Disable): Require admin/project admin approval before task execution.

• Project Members: Assign team members to the project. Members receive updates and access.

To edit an existing project, click the Edit icon from the project list, make the necessary changes, and save.