Project Kick-off
Losing control of the schedule and budget right after signing a customer contract? The Projects module lets you smoothly move from order to delivery, centralising management of project phases, team and working time. Built-in AI algorithms automatically summarise meetings and help generate task plans, saving you time.
- Input
- Contract / service order
- Flow
- Contract → project from template → phases and team
- Output
- Project with phases and team
What changes in the company after the rollout
A signed contract is converted into a project, typically from a ready-made template. From the start, the project has phases, tasks and assigned owners.
Fast risk detection
You react to issues immediately thanks to red delay labels visible directly on the project list.
Full control over execution
You gain a clear view of work progress, team engagement and use of planned time.
Structured communication
You eliminate information chaos by keeping all notes, issues and meeting decisions in the context of a specific order.
Smooth transition into delivery
You shorten project start-up time by assigning tasks and milestones immediately after signing the contract.
How this process looks in Process App
Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.
Main Projects module screen showing data summary, shortcuts to views, key indicators and lists of active projects and assigned tasks.
Project database screen displaying a list of delivery projects grouped by status, presenting key data such as customer, progress, period and owner in a table view.
Project database screen with the details window of a selected project open, showing the tab with basic information such as delivery details, workload and rate.
Project database screen with the project details window open, showing the active Tasks tab with a task list grouped by milestones.
Project meetings screen showing the list of meetings with filtering options and an expanded view of a selected meeting containing notes, identified issues and a detailed AI-generated summary.
What exactly you get
Project database with statuses
The system groups projects in a clear list divided into statuses such as In progress, Planned or Completed.
Task management
The application lets you create prioritised task lists, assign them to people and group them into milestones.
Project meeting records
The module enables you to log meetings, add notes, report issues and download transcripts.
KPI monitoring
The main screen displays key metrics, including active projects, open tasks and logged hours.
Workload details
The system shows planned hours on an annual, monthly and weekly basis, along with assigned rates.
What AI does for you in this process
Task plan generation
AI analyses project parameters and automatically proposes a structure of tasks to be completed.
Intelligent meeting summaries
AI generates concise summaries showing current status, decisions taken and next steps based on the course of the meeting.
Creating tasks from decisions
AI analyses notes and meeting transcripts to generate a list of concrete tasks for the team.
The process from start to finish
Manage all ongoing deliveries from a single screen using the Project database view. Group orders by status and instantly spot delays thanks to clear labels next to each name. Drill down into any project to control workload, rates and assigned resources. Plan team work by breaking it down into milestones and concrete tasks with defined priority in the Tasks tab. Keep a full record of agreements in the Project meetings section, gathering notes, identified issues and transcripts in one place. Use the complete KPI overview on the main screen to continuously monitor active projects, logged hours and resource utilisation.
See this process on your own data
We will walk you through the “Project Kick-off” module using your company as the example — the input, the flow and the end result in Process App.
Explore the remaining system modules
Project Schedule Planning
Project Management
Project Time Tracking
Project Budget and Margin Control
Client Status Reporting
Complaint Intake and Qualification
Complaints Handling
Service Team and Calendar Planning
Service Trip Execution
Sales Invoicing
Annual Budgeting (P&L)
