Projects

$20.00

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*billed annually

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Enhance Your Planning with
Link2projects for Act!

Effortless Project Management Integration for Act! Users

CRM-Driven Project Management: Where Efficiency Meets Creativity

Act! users excel in staying organized and managing tasks, though they may not consider themselves "project managers." The term often brings to mind formal training, certifications, and complex tools like Gantt charts and critical paths. In reality, most projects are simple—focused on goals, tasks, and people. Users plan with clients, assign tasks, and collaborate to get things done. Act! users typically start with the contact, move to planning, and then break the project into tasks. This is exactly the workflow that Link2projects supports. See the process below.

Link2projects offers an intuitive interface that walks you through an easy-to-follow wizard for project creation:

Select Contacts: Use the search tool to locate contacts in your database by name, company, or email domain.
Select Users: Choose Act! users from your team for task assignments and delegate accordingly. The Standard Edition allows delegation to Contacts, while the Team Edition includes users as well.
Organize the Project in Act!: Link2projects creates an Opportunity in Act! where all tasks, participants, and contacts are organized. Progress is tracked under this Opportunity, with comments and task updates recorded as notes and histories in Act!.
Task Updates: Contacts receive a personalized link to post comments and mark tasks as complete. Team Edition Act! users have a dedicated project session to comment, update, complete, and reschedule tasks. Updates from Act! users are synchronized with the project and Act!, while Contact changes are recorded in the project and queued for the Planner to update in Act!.

Project Tracking: Organizers can oversee team progress, add new phases or tasks as needed, and apply different project themes for better structure. They also have the option to import templates or past projects for faster setup.
Accountability: Share the project with Contacts via an online link for progress reviews. Act! users who are participants will see updates through their shared session, while Act! users who are not participants can check the linked Opportunity for progress reports, activity history, and completion percentage.
Project Management Tools: Link2projects provides essential PM tools like Gantt charts, goal tracking, obstacle management, reporting, and dashboards designed for both Agile and Waterfall methodologies—all seamlessly integrated for Act! users.

Link2projects simplifies project management for Act! users while offering robust tools for efficient oversight.

Learn how Link2projects integrates with Act! CRM

Select the Act! contact you're planning the project with, and then add Act users (Team Edition) to quickly involve them as project participants.
Turn projects into Act! opportunities, ensuring all comments, activities, and project histories are logged under that opportunity for visibility by other Act! team members.
Convert Link2project tasks directly into Act! tasks, while generating notes from comments and logging histories from completed tasks.
Track task completion percentages within Act!, and enjoy the flexibility of reordering tasks and adjusting schedules as needed.

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Link2projects Comparison Chart

Features	Standard	Team
Create Projects and invite Team members as Assignees
Experience seamless scheduling with Link2events. When you schedule an event, it automatically creates a linked activity in Act!. Any changes to the time, date, or duration are instantly updated in your Act! calendar.
Select from customizable project themes and styles
Easily create an eye-catching sign-up page for your event with Link2events. The intuitive layout tools ensure your page is both attractive and informative, featuring fully customizable memo fields, images, helpful links, and more. Link2events also lets you generate short, memorable URLs for easy sharing.
Integrates seamlessly with Act!, with changes automatically synced to and from Act!.
All contacts who sign up for your event are either added to Act! as new contacts or updated if they already exist. They are then organized into a Group in Act! created automatically with the event and linked to the activity.
Easily create and reorder phases and tasks as needed.
Effortlessly set up event reminders and optional follow-ups to boost attendance and maximize ROI.
Share projects with your linked contacts, enabling them to post comments and mark tasks as complete.
Link2events features links to upcoming events, additional documentation, and related websites to preemptively address audience questions. You can also add a Calendar link below the sign-up page for scheduling one-on-one sessions with the organizer.
Compatible with both local and hosted databases.
Link2projects is a versatile solution that seamlessly integrates with both cloud and local databases via WebAPI.
Create projects from templates and import phases from other projects.
The Team tier of Link2Events enables you to schedule comprehensive drip campaigns before and after your event to effectively nurture your audience. These campaigns can help boost attendance and maintain engagement for future events.
Project features include Gantt charts, milestones, and dependent tasks.
The Team edition of Link2projects simplifies payment processing during event registration by integrating PayPal directly into the system.
Generate a variety of project reports.
For smaller events, personal follow-ups with each registrant can be beneficial. The Team tier of Link2projects enables you to automate these follow-up activities in Act!.
Export projects in PKS, Excel, PDF, and more formats.
Easily assign an alternate owner from the Link2projects Team dashboard. This individual will receive all event notifications and follow-ups.
Link2shrink integration
Unlock the power of Link2Shrink with Link2projects Team Edition to create and customize short, memorable URLs. These shorter links are ideal for social media and enhancing your online presence.
Add Act! users to your project with Link2projects Team Edition, where their updates are seamlessly recorded in the Notes & History sections of Act!. This integration ensures all project activities and progress are captured and tracked in your CRM.
Link2projects Team Edition allows you to assign tasks directly to contacts, enabling them to mark tasks as complete. This functionality streamlines project management by integrating task completion directly into the workflow.
Share Link2projects sessions with Act! users to keep them updated on project progress. Act! users can view project details, comment, and update tasks directly within their session, ensuring seamless collaboration and project management.
Link2projects Team Edition allows you to assign tasks directly to contacts, empowering them to mark tasks as complete and streamline project management. This integration ensures that tasks are managed efficiently and updates are seamlessly reflected in your project records.
Link2projects Team Edition allows Act! users to comment, update, clear, and reschedule tasks directly within their project sessions. This feature enhances collaboration and ensures that all task changes are accurately reflected and tracked within the project.
Link2projects Team Edition lets you assign tasks directly to contacts, allowing them to mark tasks as complete. This feature streamlines project management by giving external contacts the ability to update task statuses, ensuring better coordination and efficiency.
Link2projects Team Edition provides instant email notifications whenever tasks are cleared or comments are posted. This ensures that all team members are promptly informed about project updates, maintaining seamless communication and coordination.
Stay up-to-date with instant email notifications whenever a reservation is made, including detailed information about who has registered. Link2events also shows the event's running totals on the dashboard, helping you stay prepared and informed.
PRICE	$180/yr	$240/yr

= Included

= Not included

Link2projects Walk-Through

Account Login Create 2-Week Trial Subscribe Now Visit Linktivity.net Setup Instructions

Link2projects is a user-friendly project management tool seamlessly integrated with Act! CRM. Here’s a list of the features available:

Seamless Integration with Act!

From adding users and linking contacts to tracking projects through Opportunities, Link2projects integrates seamlessly with Act! CRM.

Project Overview Themes

Select your preferred project style—be it Waterfall, Agile, Basic, Advanced, Jira, or another—and customize the appearance to fit your needs. You can rearrange items on the screen according to priority or preference.

Generate Projects from Templates

Save time and effort by using pre-designed templates to start new projects. You can also create templates from past projects for easy reuse in similar future projects.

Adjustable Task Scheduling with Reordering Capabilities

Sync your project tasks with those under the linked Opportunity to offer full project visibility to other Act! users.

Milestones and Task Dependencies

Outline your critical path using essential project management tools, including dependent tasks and project milestones.

Project Alerts via Email

Team planners can keep up with project progress through emailed alerts whenever tasks are completed or comments are posted by assignees.

Gantt Chart for Enhanced Project Visualization

Visualize your project with Gantt charts that enable you to drag and drop scheduled sprints, automatically adjusting dependent tasks for more efficient management.

Sharing projects with your contacts

Enhance team accountability with your clients by sharing the project's progress. Contacts can view completed tasks, see what remains, complete their assigned tasks, and read or write project comments.

Export Projects to PKS, Excel, PDF, and More

Share project details with team members by exporting them to Excel or PDF. You can also export Link2projects files to the PKS format for use with Project KickStart (sold separately).