How projects are part of the overall Autotask workflow

Projects are premeditated. They may start out as proposals, may be tracked with an opportunity, may require a quote. Much more than tickets, projects are connected to a sales effort.

Suppose that one of your customers wants time and cost estimates for a project to assess their network status. This project could lead to a lucrative contract to upgrade and expand the network. The starting point for any project is to win the business. When you negotiate with the customer, you expect to complete specific steps: review their network infrastructure, rate it against current standards, and develop a baseline that you can use for a future network remediation project.

It might go something like this: