Copper Projects enables post-sales delivery without switching tools or losing information. It’s easy to use, easy to implement, and is included with all subscriptions!
Let’s say your account management team works in a sales pipeline. With Copper Projects, they can create a new Project for every deal they win. From there, the creative team has access to the existing customer information, as well as a place to collaborate, organize tasks, and store files.
Let’s walk through a sample project. Specifically, we’ll cover:
- The Project List
- Customizing Your Task Board
- Creating and Using Tasks
- Creating a Project Template
- Creating a Project from an Opportunity
- Collaboration Tools
We'll start by opening the project list.
The Project List
To open your project list, click on the briefcase icon in the left-hand navigation bar in the Copper web app. You can customize your project list by sorting, filtering, or editing the columns.
To add or remove columns, click on the Settings icon () near the top right corner and select Customize Columns.
To rearrange columns, click a column header and drag it to the new location.
To follow a project, hover over its name and click the star icon (). Then you’ll receive an email and in-app notification whenever that project is updated.
You can also create a custom field for your projects, such as Due Date, and display them on the project list. You can learn more about custom fields here but let’s open a project first.
From the project list, you can either create a new project or open an existing one.
To create a new project, click the Add New button near the top of the project list and enter the project details.
When you create or click into a project, the project task board will open up.
Project Task Board and Overview
Each individual project has two areas: the task board and a project overview. Once you open up a project, you can flip between these two views near the top left corner of a project page.
The Task Board organizes the tasks into sections such as To Do, In Progress, and Done. Each task is represented by a card, which your team can move between sections, mark as complete, or use to collaborate and store more information. We’ll go through it in more detail in a moment.
The Project Overview stores project information.
Similar to other records in Copper, the project overview has three areas:
The Details Panel on the left, which displays information such as the project name, owner, status, and any custom fields you add.
The Activity Feed in the center, where your team can view or add activities, notes, emails, or events associated with the project.
The Related Section on the right, where your team can view or add relevant people, companies, tasks, files, and opportunities.
Together, the task board and project overview give you visibility on a project’s overall progress and its details.
Let’s take a look at how we set up a task board and then how to save it as a template for future use.
Customizing Your Task Board
The task board organizes the tasks that make up a project. By default, it has three sections: To Do, In Progress, and Done. Let’s customize them.
As an example, let’s use these sections for our task board: Discovery, In Design, In Review, and Approved. First, we need to rename the first three sections. Then we’ll add a fourth one.
To rename a section, click on the […] in the top right corner of a section and select “Rename Section.”
To add a new section, click the “+ Add Section” button on the right side of the page.
Once we rename our sections and add a fourth one, the task board now looks like this:
Notice the checkmark icon on the In Review section? That’s because Task Completion is enabled, meaning any task in that section is automatically marked as complete. Let’s disable it in that section and enable it in the Approved section.
To enable or disable automatic Task Completion, click on the […] in the top right corner of a section and select “Enable/Disable Task Completion.”
New our sections are set up and ready for tasks!
Creating and Using Tasks
To create a task, click the plus icon in the top right of the task board section. A new task card will appear where you can type in the task name. Once your task is created, you can enter more details.
To view or edit a task’s details, click on the task card to open the details panel. This is where you can update details, log notes and activities, and upload files directly or via Google Drive or Dropbox.
Use the Sort and Filter options in the top right corner to narrow in on the tasks you want to see. You can also click on a teammate’s icon beside the project title to view the tasks assigned to them.
Here we've filled in a couple more tasks as an example:
Now that we have a task board filled with tasks, we can either use it right away or save it as a template to apply to future projects.
Creating a Project Template
In the top right corner, go to […] Actions > Create Template and enter a template name. In this case, we’ll call it “Rebranding Package.”
Now our sales team can use this template to create a new project from a won opportunity.
Creating a Project from an Opportunity
By setting up a project template, we enable our account management team to create projects from their sales pipeline.
Let’s say an account manager sold a rebranding package. When they mark the opportunity as Won, this popup will appear:
To create a project from that opportunity, they can tick the checkbox and select a template from the dropdown.
Copper will automatically pull data from the opportunity, including the company, owner, description, status, created date, tags, and people. It will also relate the opportunity to the project so that you’ll have a direct link between them.
Now that we’ve transitioned the sale into a Project, your creative team has a place to collaborate and store files.
Project Collaboration Tools
Copper Projects comes with built-in collaboration tools to enable your delivery team. Let’s take a look!
File Management: Upload files from your computer, Google Drive, or Dropbox directly into a task or project. If your team uploads a file into a task, it will also be visible from the project overview. If you're using Google Drive or Dropbox, you can also link to a project folder.
@mentions, Notes, and Comments: Teammates can comment on activities and @mention colleagues. When someone is @mentioned, they will receive a notification by email and directly within the Copper web app.
Managing Deadlines: Task deadlines and reminder times help keep your team on track. Plus, our Google Calendar integration automatically puts task deadlines in your calendar so you have visibility on how deadlines affect the rest of your schedule.
Ready to Use Projects?
Get started by clicking on the briefcase icon in the left navigation bar in the Copper web app! If you have any questions, feel free to contact our support team using the in-app chat or post on our community forum.