Project Management in Skylight

Skylight's online project management tools are not just simply for managing projects, they are repositories for keeping things organized in a manner that is optimized for increased collaboration across your business and teams. Online Project Management with CRM, Accounting, Scheduling and More Skylight’s intuitive, web-based project management software enables you to distribute and track tasks […]

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How to Access Projects

The advantage of Skylight is that you have accessibility to related data all across the interface. Here are a few of the ways in which you can access your ‘Projects'. Dashboard ‘My Projects’ Widget These lists of projects are the ones where you are a participant and is organized by recent activity and can also […]

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How to Collaborate with Your Team using Skylight

We explore the various options you have of collaborating with your internal team on a project and how it really works. You can collaborate with your team by adding team members to a project, assigning them roles, commenting, uploading files with comments, and replying to messages directly from your email. Adding Project Participants from 'My […]

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How to Add a New Project

Skylight gives you the ability to create new projects from many locations across the app. The quickest way of creating a new project is from your dashboard's 'My Projects' widget or from the main navigation menu on the left of the screen. All these options will give you the 'Project' Add Form as shown in […]

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Task View in 'Projects'

Project - 'Tasks' The Skylight 'Project Tasks' section is possibly the most used part of the Projects subsections in Skylight. This is because of the way it works and the value it adds to the day-to-day life of the business. Here you have a few sections as follows:   Task List (11): The left panel […]

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How to Manage Teams and Tasks within 'Project View'

This section will go through the steps of how to manage teams and tasks within the 'Project View'. This is useful in instances when you would like to see which tasks are assigned to whom, and to organize a project's to-do list. Filtering Tasks through Assigned Users The screenshot above shows us the 'Project's' (1) […]

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Custom Fields for Projects, People and Company Records

Custom fields are used in projects, contacts and are also available when filtering list of records. These are useful in case you need a specific field to enter values that can not be entered into existing fields for project or a contact record. You can also rename custom fields titles as per your requirements. Editing […]

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How to Archive a Project

Archiving a project is necessary to declutter your online workspace as well as make room for new projects if you have reached your subscription limit. Archived projects are still visible but further editing or adding of content is not allowed until project is unarchived. Archive a Project from 'Project View' Archiving a project in Skylight […]

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