Solved

"Projects" is missing from the sidebar

  • 8 March 2023
  • 5 replies
  • 37 views
C
  • Cece
  • New Participant
  • 2 replies

Hey,

 

I’m trying to add a project, but I don’t seem to have the option to do so. “Projects” isn’t showing up for me in the web app, nor in the extension.

 

What might be happening?

 

icon

Best answer by Michelle from Copper 14 March 2023, 21:30

View original

5 replies

A

Hey there! I’m facing a similar issue, wondering if anyone has a fix? 

C

@AJacob, apparently, Copper has removed the Projects feature from new accounts starting in February 2023. They’re sunsetting it, is what I was told when I reached out to support. 

Michelle from Copper
Rank
Userlevel 7
Badge +5

Hi @Cece and @AJacob, thanks for posting! What Cece mentioned is correct; our Projects feature is currently being phased out. New accounts will not be able to access it. Existing Copper accounts will still have access to it until it is completely phased out in early 2024.

That being said, you can still use Pipelines to track project management-style work. Below I have an example Pipeline with stages called New, In Progress, and Done. In this example, each opportunity could be either a project or even a single to-do that you would move along the stages.

In this example, I need to move the “Set up Mailchimp integration” opportunity along until it’s in the Done stage.

I hope that helps and let me know if you have any questions!

- Michelle, Senior Customer Enablement Manager
C

@Michelle from Copper Thank you, this is helpful.

Do you have any best practices or ideas for how to best customize the opportunity cards for a project management use case? 

Michelle from Copper
Rank
Userlevel 7
Badge +5

Hi @Cece, hope you had a great weekend! For the Opportunity Cards, I’d recommend you customize it to show info that’s relevant to projects. For example, I’d remove the opportunity Value from the card and replace it with Priority. I’d also use the Close Date to represent the due date.

In this example, my Opportunity cards show the Owner, Close Date (repurposed to show due date), and Priority.

 

Here are some general best practices for using Pipelines and Opportunities for managing project-type work:

 

Customize the stages of your Pipeline: I gave you a pretty generic example above with New, In Progress, and Done. But make sure the stages make sense for your organization. For example, if your team usually submits a project report, you might need a stage at the end for “Project Report.” Or, if you have projects that need to be put on a back burner, you could put them in a “Backlog” stage. The most important thing is for it to make sense to the folks who will use the Pipeline.

 

Consider updating Opportunity statuses: this can help you keep track of the outcomes. For example, I’d mark an Opportunity as Won if we completed all the work within it. Or I might mark it as Lost if we were ultimately not able to complete it.

In this example, we weren’t able to complete our Mailchimp setup. But we were able to complete our Content Calendar!

 

Customize the fields for your Pipeline: For example, your projects might not have a dollar value, so consider de-activating the Value field in this Pipeline. To do this, go to Settings > Customize > Manage Fields on Records > Opportunities

 

Use Tasks within your Opportunities: this will allow you to break up each project Opportunity into smaller to-dos. And, you can assign different Tasks to different teammates, and have them due at different times. The easiest way to create a Task within a project Opportunity is to open it up, flip to the Related section, and click the “+” under the Tasks section.

 

I hope that helps!

- Michelle, Senior Customer Enablement Manager

Reply


Terms & ConditionsCookie settings