Unified Project Service Delivery with Automation
The ultimate goal of a Project Management (PM) platform is to eliminate friction - not just internally, but at the crucial point where your team interacts with the client. Our latest updates introduce two features that achieve total operational alignment: a fully integrated Client Help Desk and a centralized Notifications Center.
This integration guarantees that every client request instantly becomes an accountable, trackable, and billable task within the execution system.
The Client Help Desk: From Inquiry to Task Card
The days of receiving a client email and manually converting it into a task, assigning a priority, and notifying the project manager are over. This manual process is where time is lost and critical requests are dropped.
The new Tickets Management Section eliminates this friction with two powerful automations:
- Direct Card Creation: When a client submits a new ticket through the Help Desk, the platform automatically creates a corresponding Card on the relevant project board. This ensures that the support request is immediately prioritized and visible within the team's standard workflow.
- Instant Accountability: Upon ticket creation, the designated project manager is automatically notified. This feature ensures zero lag time between the client identifying an issue and the internal team receiving the instruction, drastically improving service response times and client satisfaction.
By capturing the service and maintenance lifecycle directly inside the execution environment, all time spent resolving client issues is immediately linked to the correct project's budget via the Time Entries module. This makes post-delivery support transparent and accurately costed.
Centralized Notifications: A Single Source of Truth for Alerts
With critical tasks now flowing automatically from the client to the project board, your team needs a clean, reliable way to manage this new volume of information alongside existing project and financial alerts.
The new Notifications Center provides the solution:
- Total Visibility: The center aggregates every critical alert - from a client creating a new ticket to a project budget nearing its utilization threshold - into one unified, filterable space.
- Zero Context Switching: Instead of checking email for client issues, chat for internal updates, and the dashboard for budget warnings, team members check one location to understand their priority and act immediately.
- Workflow Integration: Each notification (e.g., "Ticket created") includes a direct link to "View Task on Board," immediately guiding the user to the actionable item within the Kanban workflow.
This commitment to Unified Project Service Delivery ensures that the entire service lifecycle is managed without ever requiring a manager or developer to manually translate data between systems. The PRM platform now truly controls every facet of the client-project engagement.
