Project-specific activity feed
The activity feed on projects gives you a useful overview of all important events around the project or case
How the project-specific activity feed creates benefits
- Displays activities such as emails, appointments, tasks and documents in a project-related way.
- Ensures complete transparency over the entire customer and project history and increases traceability.
- Optimizes team collaboration and enables efficient post-processing and work scheduling.
How the project-specific activity feed works
Purpose and business benefits
The project-specific activity feed brings together all the relevant activities in the context of a project – including emails, documents, deadlines, follow-ups and tasks – so you, as the manager, have a complete overview of collaboration, communication and history at all times – improving the quality of project management and customer care.
Automatically entered activities
Many activities are created automatically. For example, incoming and outgoing emails are saved via the Vertec Outlook App and automatically assigned to the corresponding project. When creating Office reports such as invoices, an activity is also generated and the document is placed directly in the feed.
Display and filter options
In the activity feed, you will find a finely structured list of all activities, both by day and by type or responsibility. This allows you to control what is relevant at the moment, such as open tasks or activities of activity specific activity types.
Detailed activity characteristics
- Date – the time of creation or the most relevant time of the action.
- Entered by – user who created the activity.
- Type & type of contact – e.g. phone email, note, onsite location or web meeting
- Pending fields – such as Date, Priority, Responsible, Done Status, and Done Date.
- Project and phase – direct assignment to the project structure.
- Contact – customer or contact person.
- Text and title
Benefits for you
- Holistic project overview – all actions and communication points in one location.
- More efficient task allocation and tracking thanks to clear responsibilities and status indicators.
- Reduced manual hours through automatic entering and smart links.
- Promote transparency – especially in team projects and follow-up of important activities.
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Activity Feed, Document Management
Frequently asked questions
Can I add individual fields in customer management?
Vertec offers extensive customization options to optimally implement your processes. Custom fields can be created and used for customer management, among other things.
Can I access the customer history to see always the latest status?
If you update your customer history in Vertec, you can view it at any time. The history is filterable and is displayed either in an entire list or as a cluster of activities such as emails or phone calls. We call this the activity feed. Full-text search allows all authorized persons to search content stored in Vertec, including emails. With the Outlook AppOutlook App, you can see the activity feed of a contact directly in Outlook.
Can I save visit reports in the system and link them to following tasks?
You can document your appointments in Vertec. To do this, create activities and assign them to a project, a company or a contact. If necessary, you can create tasks with a due date and a responsible user.
Can I store mails directly in Vertec via Outlook?
Yes, with the Vertec Outlook AppOutlook App, you can assign mails directly to projects or contacts. These are linked in Vertec and automatically saved in the document storage. With the full text search, emails stored in Vertec can be searched by all authorized persons.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
