Project Collaboration

Search for projects in ClientLook

ClientLook is an all-in-one CRM that features integrated project collaboration. Create projects to share updates, files, emails and more with anyone you choose. Create as many projects as desired and use convenient searching to find anything.

Features include:

Find projects by entering keywords.
Search for any project shared with you.
Search for project in which you are participant regardless of the creator.

Create a project group in ClientLook

You can create an unlimited number of projects in ClientLook. You can also create groups of projects to help you subdivide your projects into smaller lists.

Features include:

Create an unlimited number of project groups.
Use groups to subdivide your larger master list of projects.
One project can be a member of as many projects as you want.

Invite participants to your project

ClientLook CRM includes a built-in project collaboration module. You can create an unlimited number of projects. Plus, you can invite as many outside participants as desired to access a project.

Features include:

Invite anyone to collaborate on a ClientLook project.
Participants may log updates, upload files and add comments.
Project managers have the ability to restrict access to certain updates and files.
Participants can create offline reports of project activity.
Outside participants do not require a ClientLook subscription.

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1
MAR

Categories: Project collaboration, Videos

View project activities in ClientLook

ClientLook CRM includes an integrated project collaboration system. When it comes to your calendar, you can schedule activities for contacts and/or projects. Within each project you have a complete summary of both completed and uncompleted activities.

Features include:

View completed and uncompleted activities for a project.
Schedule new activities for projects and add attendees.
Attach files and web links to activities.
Delegate activities to other users.
Completed activities automatically become part of the project’s history.

<a class="ka_button small_button" href="http://clientlook.com/view-project-activities-in-clientlook" rel="bookmark" title="View project activities in ClientLook"><span>Continue Reading →</span></a> <div class="post_date"> <span class="day">29</span> <br /> <span class="month">FEB</span> </div> <div class="post_comments"> <a href="http://clientlook.com/view-project-activities-in-clientlook#post-comments"><span>0</span></a> </div> <a class='post_share sharelink_small' href='http://clientlook.com/view-project-activities-in-clientlook' data-gal='prettySociable'>Share</a> </div> <div class="post_footer"> <div class="post_cats"><p><span>Categories:</span> <a href="http://clientlook.com/category/videos/project-collaboration-videos" title="View all posts in Project collaboration" >Project collaboration</a>, <a href="http://clientlook.com/category/videos" title="View all posts in Videos" >Videos</a></p></div> </div> </div> <div class="blog_wrap post-7899 post type-post status-publish format-standard hentry category-project-collaboration-videos category-videos"> <div class="post_title"> <h2><a href="http://clientlook.com/create-offline-project-reports-in-clientlook" title="Create offline project reports in ClientLook">Create offline project reports in ClientLook</a></h2> </div> <div class="post_content" > <p>Let’s face it. You can’t expect that all of your project participants will log into their free ClientLook accounts to access your team’s activity online. To keep those people in the loop however, you can create an offline report of your activity.</p> <p>Features include:</p> <div style="padding:0 0 15px 15px;"> <ul> <li>Create an offline report for any project, contact or company.</li> <li>Filter report data to by keywords or date range.</li> <li>Reports are rendered as an Excel spreadsheet that is fully customizable.</li> <li>The spreadsheet includes active links ...</li></ul></div><a class="ka_button small_button" href="http://clientlook.com/create-offline-project-reports-in-clientlook" rel="bookmark" title="Create offline project reports in ClientLook"><span>Continue Reading →</span></a> <div class="post_date"> <span class="day">28</span> <br /> <span class="month">FEB</span> </div> <div class="post_comments"> <a href="http://clientlook.com/create-offline-project-reports-in-clientlook#post-comments"><span>0</span></a> </div> <a class='post_share sharelink_small' href='http://clientlook.com/create-offline-project-reports-in-clientlook' data-gal='prettySociable'>Share</a> </div> <div class="post_footer"> <div class="post_cats"><p><span>Categories:</span> <a href="http://clientlook.com/category/videos/project-collaboration-videos" title="View all posts in Project collaboration" >Project collaboration</a>, <a href="http://clientlook.com/category/videos" title="View all posts in Videos" >Videos</a></p></div> </div> </div> <div class="blog_wrap post-7867 post type-post status-publish format-standard hentry category-project-collaboration-videos category-videos"> <div class="post_title"> <h2><a href="http://clientlook.com/send-email-updates-to-a-clientlook-project" title="Send email updates to a ClientLook project">Send email updates to a ClientLook project</a></h2> </div> <div class="post_content" > <p>Adding updates to your ClientLook projects via email is fast and convenient. Simply use the special email address assigned to your project and contribute updates through your mobile device or favorite email software.</p> <p>Features include:</p> <div style="padding:0 0 15px 15px;"> <ul> <li>Saves time by transforming emails into project updates in seconds</li> <li>Accepts messages copied or forwarded from any mobile device or email software</li> <li>Enforces strict security to prevent unauthorized use</li> <li>Easiest way for emails to become a part of your project chronology</li> <li>Enables super-fast searching of message ...</li></ul></div><a class="ka_button small_button" href="http://clientlook.com/send-email-updates-to-a-clientlook-project" rel="bookmark" title="Send email updates to a ClientLook project"><span>Continue Reading →</span></a> <div class="post_date"> <span class="day">27</span> <br /> <span class="month">FEB</span> </div> <div class="post_comments"> <a href="http://clientlook.com/send-email-updates-to-a-clientlook-project#post-comments"><span>0</span></a> </div> <a class='post_share sharelink_small' href='http://clientlook.com/send-email-updates-to-a-clientlook-project' data-gal='prettySociable'>Share</a> </div> <div class="post_footer"> <div class="post_cats"><p><span>Categories:</span> <a href="http://clientlook.com/category/videos/project-collaboration-videos" title="View all posts in Project collaboration" >Project collaboration</a>, <a href="http://clientlook.com/category/videos" title="View all posts in Videos" >Videos</a></p></div> </div> </div> <div class="blog_wrap post-7808 post type-post status-publish format-standard hentry category-project-collaboration-videos category-videos"> <div class="post_title"> <h2><a href="http://clientlook.com/add-a-project-update" title="Add a project update">Add a project update</a></h2> </div> <div class="post_content" > <p>Video: Add an update to one or more ClientLook projects.</p> <p> <iframe src="http://player.vimeo.com/video/35669551" width="500" height="281" frameborder="0" webkitAllowFullScreen mozallowfullscreen allowFullScreen>

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Learn more about ClientLook.

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24
FEB

Categories: Project collaboration, Videos

Add a new project to ClientLook

Create an unlimited number of project in ClientLook to track any type of assignment. Post updates, share files and invite as many participants as you’d like. Use the integrated project calendar to stay on top of activities, and enjoy unlimited online storage space.

Features include: