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Question re projects
Hi there we are considering using this as a project management tool but missing something, can someone let me know if I am not understanding how this system works.

We have workgroups, this meaning "Developers" and in this group we would expect to show projects "Customer Name A" etc etc, so that we can apply team members to a Customer, can this work?

Malcolm
Dear Mr. Romano.

At the moment there is possibility in Workgroup to create a task and bind an CRM item.
To do that in the task's profile select "More" in the bottom of the window, after that it will be extended and you could "Select CRM item" (s. pict.)
If you see this feature in other, more convenient way, please, share with us!

Thank you!
Respectfully, Anna Y.
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