Triggers
Take the hassle out of keeping track of your work, your time and your client relationships with Triggers. Harness the power of knowing what's going on with client work, update key team members based on financial metrics and then take action automatically with Triggers & Notifications.
Progress your Projects through Status changes and track how far along you are on a Project. A typical Project lasts a certain amount of time and it is important to know how far along each is in your portfolio. You also have the opportunity to track, report and action on Projects under a certain status.
Set up additional tasks and template out activities to save your company admin time through the Progressions and Actions feature. If your Project process differs based upon what you’re working on, you are able to create different Project Types in Accelo to capture each of your processes. Your status progressions are specific to the Types of Projects, making it easy to set up processes for the different kinds of work you do.