Project & Time Management

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3. Project Management with Big O Soft CRM

Using Big O Soft's Custom CRM for Project Management

Our CRM (Customer Relationship Management) system is a crucial tool for managing projects efficiently. Here’s how to navigate and utilize it:

1. Accessing the CRM:

   • Visit Big O Soft CRM to get started.

   • Log in using the credentials provided by your team lead or HR.

2. Understanding Your Dashboard:

   • Your dashboard provides an overview of your assigned tasks and projects.

   • You can view upcoming deadlines, project statuses, and recent updates.

3. Working with Tickets and Tasks:

   • You’ll be assigned tickets that correspond with specific project tasks.

   • Each ticket provides details about the task, including deadlines and any relevant documents or links.

4. Integrating with GitHub:

   • Some projects may be linked with GitHub issues for tracking and version control.

   • Ensure you understand how to sync your work between the CRM and GitHub.

5. Collaboration and Updates:

   • Use the CRM to collaborate with team members, share updates, and track progress.

   • Regular updates on your tasks are crucial for effective team coordination.

6. Additional Resources:

   • A separate, detailed guide on using the CRM is available [link to the guide].

   • Don’t hesitate to reach out to your project manager for any clarifications.

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4. Time Management and Attendance

Clocking In and Monitoring Work Hours

Our system for tracking work hours and attendance is integrated into the CRM, ensuring a streamlined process.

1. Logging In and Clocking In:

   • Upon starting your day, log into the CRM and click the ‘Clock In’ button.

   • Screenshots showing the process will be attached for reference.

2. Taking Breaks:

   • If you take a break longer than 5 minutes, click ‘Clock Out’.

   • Record the reason for your break, such as a lunch break.

3. Checking Attendance Records:

   • Navigate to the ‘Team’ tab and select ‘Time Cards’ to view your attendance records.

   • This section provides a detailed view of your work hours and break times.

4. Using Screenshot Monitor (for Remote Employees ONLY):

   • Download and install Screenshot Monitor from Screenshot Monitor.

   • Click ‘Start’ to log your time when you begin working and ‘Stop’ when you finish.

   • The program automatically collects data and pauses during inactivity.

   • Refer to the guide on How to Use Screenshot Monitor for detailed instructions.

   • Clocking in and out from the CRM will not be required when using this system.

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