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Lesson 6 of 10 · ~5 minutes · Prerequisite: Lesson 5 — CRM and deals

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What you’ll learn

  • How to create and assign tasks
  • How to link tasks to deals, companies or projects
  • How to run a project from proposal to delivery

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Tasks

A task is an atomic activity: title, owner, due date, priority, status. It can live alone or linked to a record (deal, company, project).
1

Create a task

Click Tasks in the sidebar → + New task. Title, due date, priority (Low / Medium / High / Urgent), assignees.
Task creation dialog with title, date, priority and assignees
2

Add subtasks

Inside a task you can add a checklist of subtasks. Useful for preparing a demo, gathering documents, customer onboarding.
3

Link to a record

From a task you can link it to a deal, company, contact, project. The linked record shows the task in its timeline.

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Task views

Tasks can be visualised in three ways:
  • List: table with filters and sorting
  • Calendar: monthly/weekly
  • Kanban: by status
Quick filters: Today, Tomorrow, This week, Overdue, Mine, Unassigned.
Task calendar view showing count per day

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Projects

A project (commessa) represents a structured engagement: budget, deadline, progress phases (SAL), tasks, costs, linked quotes and invoices. Create a project from:
  • Projects → + New project
  • From a won deal: ⋯ → Convert to project

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Anatomy of a project

Project detail page with Overview, Quotes, Tasks, SAL tabs
Tabs:
  • Overview: budget, actual, margin, timeline
  • Quotes: quotes issued for the project
  • Tasks: operational tasks with custom statuses
  • SAL (Stato Avanzamento Lavori — phases): milestones with customer sign-off

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Budget and margin

Arya calculates automatically: 
Actual = sum of recorded costs (time, expenses, supplier invoices)
Margin = Budget − Actual
Margin % = (Margin / Budget) × 100
If the margin drops below a configured threshold, Arya flags the project as “at risk”.

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Project templates

If you run similar engagements repeatedly (e.g. ERP implementation, website redesign), save a project as a template: tasks, phases and baseline budget are cloned for the next customer.

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CRM integration

Typical cycle:
1

Won deal

In CRM move the deal to Won.
2

Create project

Click Convert to project → Arya prefills customer, value, accepted quote.
3

Operational tasks

Add tasks, assign them to the delivery team (not sales).
4

SAL and invoicing

As phases are reached, issue progress invoices directly from the project.

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Verify

You created at least one task with date and assignee
You know how to convert a won deal into a project
You opened a project and saw budget, tasks, SAL

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Next lesson

Lesson 7 — Quotes and invoicing

Generate quotes with public links and convert them into fatture elettroniche.