Imagine a small production workshop - 5 people, a dozen open orders. Each order: quote, documentation, tasks, invoice, shipping. All in one Intum project.
Order lifecycle
- Inquiry -> 2. Quote -> 3. Approval -> 4. Distribute tasks -> 5. Work + files -> 6. Invoice + ship -> 7. Archive
Step 1: Configure project statuses
In /organize/statuses, create: New inquiry, Being quoted, Approved, In production, Ready for shipping, Shipped, Completed, Archived.
Step 2: New project
From /organize/projects > Add: client, title, timeframe, status “New inquiry”.
Step 3: Quote and files
Use + Add: Add document (quote), Add file (photos, PDFs), Add email (correspondence).
Step 4: Team tasks
Switch to “In production”, create tasks via + Add > Task: cutting, milling, painting, assembly, packaging - each with assignee and deadline.
Step 5: Invoice and shipping
Issue invoice from project. Add tracking info as a post.
Step 6: Archiving
Set status “Archived” or disable the Active flag.
Client notifications
Manual: + Add > Add email
Select template, system fills placeholders, attach photos.
Automated: Connect flow
Trigger on status change, action: send email template. Typical points: Approved, In production, Ready for shipping, Shipped.
Getting started checklist
- Project statuses (6-8)
- Task statuses
- Project tags
- Email templates
- Connect flow for status -> email