Projekly – Project Management, CRM, HR & Invo + Sharepoint Integration

When a new client is created in your Projekly – Project Management, CRM, HR & Invoicing, you can automatically create a row for them in your Sharepoint. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Projekly – Project Management, CRM, HR & Invoicing and Sharepoint. By linking these two applications, you can ensure that every task is automatically recorded in the Sharepoint, making it easier to track and manage.