Janina

Miro Flemke

Everything you need to know about your account, team and basic settings in Proyex

The basics of your facility 🛠️

Language, time zone and basic options

Notifications — Stay Informed at All Times

Delete account and team - dates and deadlines

GDPR and data processing 

Feedback

Roadmap

Changelog

Everything to do with structuring your work - spaces, areas and organizational levels.

Organization & Structure

Spaces - Organizing projects and teams

Learn how to structure projects and tasks in Proyex and use them efficiently.

Working with projects and tasks

Media library, file management and video hosting.

Files & media 📁

Media library - manage videos centrally

Chat, comments and annotations for collaboration.

Communication & feedback 💬

Chat - messages and team communication

Comments and Annotations — Provide Feedback Directly in Context

Notifications for Customers

Use Approval Processes

Track changes and feedback

Inbox — Create Tasks via Email

Record, evaluate and export working times.

Time recording ⏱️

Time Tracking — Tracking and Analyzing Work Hours

Set an hourly budget for each project, define billing rates with validity dates, and keep track of your projects' actual costs.

Time Allocations &amp; Billing Rates — Keeping Track of Project Budgets and Actual Costs

Here you can find out how to keep track of projects, tasks and progress in your day-to-day work. 

Overview and organization in everyday life 👀

Filter, sort and search 

The Dashboard — Your Overview at a Glance

Project tags - categorize projects and templates

Navigation & structure of the interface 

The most important views explained 

The Project Overview — Display &amp; Columns

This allows you to prioritize and plan tasks for a smooth project flow.

Plan and prioritize tasks 🎯

Structuring tasks sensibly - best practice

Custom Fields — Customize Tasks

Recurring tasks - automate regular processes

Max Pätkau

Bist du neu hier? Lass uns die ersten wichtigen Schritte zusammen durchgehen und Proyex perfekt für dich startklar machen!

Einführung

Everything you need to know about the structure, functions and terms in Proyex.

Basics and terms 📘

How is Proyex structured?

Key Terms Explained in Proyex

Projects, tasks & milestones - how are they all connected?

Roles & visibility simply explained

Los gehts! 🚀

Was ist Proyex?

Alles was du für dein Business brauchst.

Alle Features von Proyex erklärt

Who is Proyex made for?

How does Proyex differ from other tools?

Manage deals, contacts, companies and activities - from the first inquiry to the start of the project.

CRM & Sales 💰

CRM — Overview

Deals and pipeline - managing sales opportunities

Manage Companies

Manage Contacts

Activities and Timeline

CRM dashboard - key figures and evaluations

Importing data - CSV import in five steps

Set up pipeline - stages and probabilities

Google integration - synchronize emails and calendars

Connect Outlook emails and calendars to Proyex CRM: automatic assignment to contacts and deals, sending from the CRM, and two-way calendar sync.

Microsoft 365 Integration — Synchronize Outlook emails and calendars

Export Data — CRM Export as CSV

Nun geht es los! Lass uns gemeinsam dein erstes Projekt erstellen.

Deine ersten Schritte

Here you will learn how to invite customers to projects and work with them.

Involve customers 🤝

Invite customers to a project

Obtain feedback from customers

Customer communication in the project 

Customer View in the Project

Internal vs. external content: Structured with customers and in the team 

Invite and manage guests

Allow or restrict file upload for guests

Videos on the Guest Portal — All Project Videos in One Place

Plan and structure the work in your project with tasks and milestones.

Tasks and milestones 📌

Create and Edit Assignments

Create Milestones 


Use templates to efficiently create recurring projects.

Use templates and templates 🧩

Template erstellen

Edit templates 

Effective project templates - best practice

Here you will learn how to create and manage your first project in Proyex.

Your project start

Erstelle dein erstes Projekt

Structuring a Client Project Properly - Best Practices

Understanding project settings

Proyex einrichten

Subscription, invoices and storage management.

Billing & plans 💳

Subscription and billing - plans, invoices and storage

Change plan

Manage billing data and payment method

Here you can customize the appearance of Proyex and link your own domain.

Branding and domain 🌐

Deine Domain verknüpfen

Public pages - publishing content in the customer portal

Custom Code — Embed User-Defined HTML and CSS

This is where you set up your team and manage roles and authorizations.

Team and roles 👥

Richte dein Team ein

Create, edit and delete a team

Invite and manage team members

Power User Features

Zapier, webhooks and API - connect Proyex with external services.

Integrations 🔌

Zapier Integration — Get Access Now

API access - use Proyex programmatically

Slack Integration — Receive Notifications in Slack

MCP server

Connect Proyex to AI assistants like Claude, ChatGPT, or Gemini using the Model Context Protocol (MCP). Once set up, your AI assistant can directly access your projects, tasks, milestones, files, comments, and CRM data—reading, creating, editing, and deleting them. 