Project and Job Orders / Work Orders / Task Designs | Efficient Job Order & Project Design in Project Management
Project and Job Orders / Work Orders / Task Design Management
Managing Project and Job Orders / Work Orders / Task Designs
Project and Job Order / Work Order / Task Design Excellence Request
Elevated Design Request for Project and Job Orders / Work Orders / Tasks Management
This module empowers project users to efficiently manage project and job order / work order / task design requests. It allows users to create, track, and oversee requests, sending comprehensive proposals with specifications, visual mockups, and insights directly to clients for review and approval. Customers can view designs, review details, and provide digital signatures for seamless approvals. Project managers can configure design stages, job/task workflows, and design tags, enabling customized processes for enhanced project efficiency and collaboration.
Main Features:
- Empower project users to seamlessly manage project design requests and job/task design requests, enabling them to efficiently create, track, and oversee each request. Users can effortlessly send comprehensive design proposals, including detailed specifications, visual mockups, and project insights, directly to customers for review and approval, fostering streamlined communication and enhancing client collaboration within the My Account Portal.
- Enable customer portal users to view project designs and job order/ work order/ task designs, with the capability to review detailed specifications, visual layouts, and project information. Customers can easily accept and sign the designs, providing their digital signature directly within the portal to streamline the approval process and enhance project efficiency.
- Enable project managers to configure project design stages, job/task design stages, design stages, and design tags, allowing for customized workflows and efficient management of design processes.
Key Features for Project, Job Order / Work Order / Tasks Design Management:
- Seamless Management of Design Requests:
- Empower project users to efficiently manage project design requests and job/task design requests.
- Create, track, and oversee each request with ease, ensuring nothing is overlooked.
- Send comprehensive design proposals including detailed specifications, visual mockups, and project insights directly to customers for review and approval.
- Enhance client collaboration with streamlined communication within the My Account Portal.
-
Customer Review and Approval Process
- Enable customer portal users to view project designs and job/task designs effortlessly.
- Customers can review detailed specifications, visual layouts, and project information with clarity.
- Simplify approvals by allowing customers to accept and digitally sign designs directly within the portal, speeding up the decision-making process.
-
Customizable Design Management for Project Managers
- Allow project managers to configure project design stages, job/task design stages, design stages, and design tags.
- This flexibility enables the creation of customized workflows, improving efficiency in managing complex design processes.
- Visual Aids for Better Understanding
- For a step-by-step walkthrough, please refer to the screenshots below.
- Watch the video for a detailed demonstration of how to utilize these features effectively.
Navigating the Essentials: A Guide to Available Menu Items
- Project
- Designs
- Project Designs
- Jobs / Tasks Designs
- Configuration
- Designs
- Project Design Stages
- Jobs / Tasks Design Stages
- Design Stages
- Design Tags