What Are Projects?

Projects in SalesKey represent work deliverables — the actual work your team does for clients or internally. Projects help you manage tasks, track progress, and coordinate team effort in one place.

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Projects vs. Deals

	Deal	Project
Purpose	Win new business	Deliver the work
View	Pipeline board	Project board (phases)
Tracking	Move through sales stages	Move through work phases
Common Link	May be linked to a project	Often linked to a deal

A deal and project are often related: you win the deal, then create a project to deliver the work. SalesKey lets you link deals and projects together.

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Project Boards and Phases

Projects are organized on Boards — similar to pipelines for deals, but for work management. Each board has Phases (like kanban columns), such as:

• To Do
• In Progress
• In Review
• Done

Your administrator configures boards and their phases. You can have multiple boards for different types of work (e.g., Client Projects, Internal Projects, Support Tickets).

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What Information Does a Project Contain?

Field	Description
Title	Project name
Description	Project details and overview
Start Date	When work begins
End Date	Target completion date
Value	Budget or billable value
Estimated Duration	Expected hours or days of work
Priority	Low, Medium, or High
Board	Which project board this belongs to
Phase	Current phase on the board
Status	Overall project status
Person & Organization	Associated client contacts
Assignee(s)	Team members working on it
Labels	Tags for categorization
Custom Fields	Additional fields configured by your admin
Tasks	Work items within the project
Activities	Meetings, calls, notes
Deals	Linked sales deals
Attachments	Project files and documents
Template	If created from a project template

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Getting Started with Projects

• Creating a Project
• Using the Project Board View
• Tasks and Subtasks
• Project Templates