The Projects section of crm.zylax.com.my is where the current state of your work lives, so you do not have to search your inbox for the latest update.
Finding a project
Open Projects from the main menu. You see every project linked to your company, active and completed. Click a project name to open it.
What is on a project page
- Status and progress. Where the project currently sits and roughly how far through it is.
- Milestones. The stages agreed at kickoff with their target dates and whether each is done, in progress or upcoming.
- Tasks. The work items making up each milestone, where task visibility is enabled for your project.
- Files. Documents shared in both directions, including anything you upload and anything we deliver.
- Discussions. The project thread. Questions, answers and decisions, kept in one place instead of scattered emails.
- Linked invoices. The invoices raised against this project and their payment status.
Using the discussion thread
Post feedback, questions and approvals here rather than in private messages. Everyone assigned to your project sees it, so an answer does not depend on one person being at their desk. Anything posted here stays on the project record permanently.
Reading milestone dates correctly
Milestone dates assume content and feedback arrive on schedule. When a date moves, we update it and say why on the thread. If a date has changed and you do not know the reason, ask on the thread.
Completed projects
Projects stay visible after completion, along with their files and history. This is where to look for your handover document months later.
If a project is missing
Projects appear once the quotation is accepted and the project is created. If you accepted a quotation and see nothing yet, it may simply not have been set up. Tell us and we will confirm.
For anything that does not look right on your project, reply to your email thread or write to [email protected].
