{"id":117514,"date":"2025-05-06T10:27:59","date_gmt":"2025-05-06T17:27:59","guid":{"rendered":"https:\/\/www.act.com\/?page_id=117514"},"modified":"2026-06-16T02:16:36","modified_gmt":"2026-06-16T09:16:36","slug":"project-management","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/products\/project-management\/","title":{"rendered":"Project Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>Act! Project Management<\/h1>\n<p style=\"color: #fff; font-size: 3.0rem;\"><strong><em>Plan, Track & Collaborate Efficiently\u00a0<\/em><\/strong><\/p>\n<p>Act! Project Management helps you plan, track, and manage projects effortlessly\u2014right inside Act!. Assign tasks, monitor progress, and collaborate with your team in a centralised, organised workflow without the complexity of traditional project management tools.<\/p>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row el_class=&#8221;reverse_images&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744227913909{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<h2><strong>Stay Organised &amp; Keep Projects on Track<\/strong><\/h2>\n<p>You don\u2019t need to be a project manager to run successful projects. Act! Project Management simplifies task management, progress tracking, and team collaboration\u2014all within Act!.<\/p>\n<ul>\n<li>Convert project tasks into Act! tasks and keep everything in one place.<\/li>\n<li>Track task completion percentages, reorder tasks, and adjust schedules with ease.<\/li>\n<li>Link projects to Act! contacts and opportunities, ensuring all comments, activities, and histories are logged for full visibility.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;116364&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1744227922855{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #EDEFFF !important;}&#8221; el_id=&#8221;row-2&#8243;][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;116371&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<h2><strong>Manage Projects Your Way with Customisable Tools<\/strong><\/h2>\n<p>Every project is different. Act! Project Management lets you adapt workflows, set priorities, and customise tracking to match the way you work\u2014whether you follow a structured plan or need flexibility.<\/p>\n<ul>\n<li>Use Gantt charts, reports, and dashboards<\/li>\n<li>Customise task management for different workflows<\/li>\n<li>Adjust priorities and deadlines as projects evolve<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner css=&#8221;.vc_custom_1744227930101{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221; el_class=&#8221;width-1000 container aligncenter&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Project Management is included with an Act! Advantage Professional or Ultimate subscription<\/strong><\/h2>\n<p>[\/vc_column_text]<div class=\"actcrm-bluelid-boxes-container wpb_content_element  vc_custom_1744678702089\">\n    <div class=\"container\">\n            <div class=\"inner column-2\">\n\n                    <div class=\"bluelid-box justification-center alignment-middle \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Standard<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>Not Included<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                    <div class=\"bluelid-box justification-center alignment-middle \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Professional & Ultimate<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>Included<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                <\/div>\n        <\/div>\n<\/div>[vc_column_text css=&#8221;.vc_custom_1745507318678{padding-top: 30px !important;padding-bottom: 30px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><strong>To learn more about how Project Management can benefit your business, give us a call at <a href=\"tel:08452680220\">0845 268 0220<\/a>.<\/strong><\/p>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221;]<\/p>\n<div style=\"text-align: center;\">\n<p><a class=\"orange-button\" href=\"\/trial\/act\" target=\"_blank\" rel=\"noopener\">Try Act! Free<\/a><\/p>\n<p><span class=\"small-text\">No credit card or download required.<\/span><\/p>\n<\/div>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1751925287265{background-color: #EDEFFF !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 style=\"text-align: center;\">Additional Resources<\/h3>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner]<div class=\"actcrm-howto-layout-container actcrm-additional-resources wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"howto-layout-row\">\n                                    <div class=\"howto-layout-column howto-layout-fullimage\">\n                        <div class=\"howto-topic-header\">\n                                                                                            <div class=\"howto-topic-image\">\n                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/rocket-startup.svg\" alt=\"Act! CRM Topic Icon\"\n                                    >\n                                <\/div>\n                                                                                                                <\/div>\n\n                        <div class=\"howto-topic-content actcrm-wrapper-resource\">\n                                                                                        <div class=\"howto-full-image\">\n                                                                            <a href=\"\/training-videos\/act-premium-cloud\/introduction-to-project-management\/\" \n                                         \n                                        >\n\n                                                                                \n                                            <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2026\/03\/Accounting-Link-Image.png\" alt=\"Accounting-Link-Image\"\n                                                                                        width=\"2560\" \n                                            height=\"1622\"\n                                    >\n                                    <\/a>\n                                <\/div>\n                                                                                                                <div class=\"howto-topic-content\">\n                               <h4>Introduction to Project Management<\/h4>\n<p> See how to plan, track, and manage projects effortlessly\u2014right inside Act!.<\/p>\n                               <div class=\"howto-footer-buttons\">\n                                        \n                                            <a \n                                                href=\"\/training-videos\/act-premium-cloud\/introduction-to-project-management\/\" \n                                                target=\"\"\n                                                rel=\"\"\n                                                class=\"orange\">\n                                                Watch here                                            <\/a>\n                                          \n                                                                    <\/div>\n                            <\/div>\n                                                                          \n                        <\/div>\n                    <\/div>\n                                    <div class=\"howto-layout-column \">\n                        <div class=\"howto-topic-header\">\n                                                                                            <div class=\"howto-topic-image\">\n                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/survey-questions.svg\" alt=\"Icon thumbnail for survey questions Act! CRM logo\"\n                                    >\n                                <\/div>\n                                                                                                                <\/div>\n\n                        <div class=\"howto-topic-content actcrm-wrapper-resource\">\n                                                                                                                                            <div class=\"howto-topic-content\">\n                               <h4>Knowledgebase<\/h4>\n<p><\/p>\n<ul>\n<li>\n                                                                                                                <a href=\"https:\/\/support.act.com\/s\/article\/What-is-the-Project-Management-Feature-in-Act-Advantage-SaaS?language=en_US&amp;__hstc=46213176.5fb9cd4a82e6b5a329d48a41c414a162.1780295018165.1781595960853.1781600531327.18&amp;__hssc=46213176.8.1781600531327&amp;__hsfp=4f023bfeebc2e459bde1022ec946205a\"><\/p>\n<p>                                                            What is the Project Management feature?                                                            <\/p>\n<p>                                                        <\/a>\n                                                                                                            <\/li>\n<li>\n                                                                                                                <a href=\"https:\/\/support.act.com\/s\/article\/How-to-Configure-the-Initial-Settings-for-Project-Management-in-Act-Advantage-SaaS?language=en_US&amp;__hstc=46213176.5fb9cd4a82e6b5a329d48a41c414a162.1780295018165.1781595960853.1781600531327.18&amp;__hssc=46213176.8.1781600531327&amp;__hsfp=4f023bfeebc2e459bde1022ec946205a\"><\/p>\n<p>                                                            How to Configure the Initial Settings for Project Management                                                             <\/p>\n<p>                                                        <\/a>\n                                                                                                            <\/li>\n<li>\n                                                                                                                <a href=\"https:\/\/support.act.com\/s\/article\/How-to-Create-a-Project-using-the-Project-Management-Feature-in-Act-Advantage-SaaS?__hstc=46213176.5fb9cd4a82e6b5a329d48a41c414a162.1780295018165.1781595960853.1781600531327.18&amp;__hssc=46213176.8.1781600531327&amp;__hsfp=4f023bfeebc2e459bde1022ec946205a\"><\/p>\n<p>                                                            How to Create a Project using Project Management                                                            <\/p>\n<p>                                                        <\/a>\n                                                                                                            <\/li>\n<\/ul>\n                               <div class=\"howto-footer-buttons\">\n                                        \n                                            <a \n                                                href=\"https:\/\/support.act.com\/s\/article\/How-to-Get-Started-with-Act-Advantage-Additional-Features-SaaS?language=en_US&__hstc=46213176.a91490a9cc907bcab851a22e746418d3.1781521394680.1781521394680.1781521394680.1&__hssc=46213176.70.1781521394680&__hsfp=4f023bfeebc2e459bde1022ec946205a\" \n                                                target=\"_blank\"\n                                                rel=\"\"\n                                                class=\"orange\">\n                                                See more                                            <\/a>\n                                          \n                                                                    <\/div>\n                            <\/div>\n                                                                          \n                        <\/div>\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row el_class=&#8221;reverse_images&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744227913909{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;] Stay Organised &amp; Keep Projects on Track You don\u2019t need to be a project manager to run successful projects. Act! Project Management simplifies task management, progress tracking, and team collaboration\u2014all within Act!. Convert project tasks into Act! tasks and keep everything in one place. Track [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":34669,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-117514","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Project Management - Act!<\/title>\n<meta name=\"description\" content=\"Simplify project management with Act!. Track, collaborate and plan seamlessly. 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