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Project Milestones and Workflow Management

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Managing with Workgroups
SolarNexus uses Workgroups to help you manage your teams more effectively. Using Workgroups, you can better manage the assignment and tracking of work among your company's staff.…
- updated 4 mths ago
- 14
- Project Milestones and Workflow Management

Work Orders Quick Start
This article provides information to quickly get you started using work orders. To learn more details about what work orders are, and how they differ from projects, see About Jobs:…
- updated 4 mths ago
- 26
- Project Milestones and Workflow Management

Administration - Test Your Project Milestones
Prior to having your team using your defined project milestones for actual projects, you should test your definitions to ensure that they are working as expected.…
- updated 4 mths ago
- 17
- Project Milestones and Workflow Management

Administration - Set Lead Qualification Criteria
Where found? Administration menu > Project Milestones > edit Lead Qualified milestone Accessibility? Users with administration permissions only. How used? In phase 1,…
- 6 mths ago
- 8
- Project Milestones and Workflow Management

Process Strategies for Scheduling Appointments
This article reviews the various options for defining how you want your staff to handle scheduling various types of appointments in your job processes. All appointments in SolarNexus are modeled as…
- updated 4 mths ago
- 15
- Project Milestones and Workflow Management

Adding, Editing, and Deleting Milestones - Behaviors and Best Practices
General Policies It's important to understand a few basic tenets about the approach that SolarNexus uses to manage current in-process job milestones in the context of changes to your process…
- updated 4 mths ago
- 12
- Project Milestones and Workflow Management

Milestones and Job Lifecycles
This article provides an overview of milestones and their role in the SolarNexus job life cycles. For details on managing project status using milestones, see Managing Job Status with Milestones.…
- updated 4 mths ago
- 22
- Project Milestones and Workflow Management

Administration - Job Process Milestones
The Project Milestones screen is where you define and manage your company's process orchestration using project milestones. To learn more about Job Process Milestones and best practices for using…
- updated 4 mths ago
- 27
- Project Milestones and Workflow Management

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