Top Menu

Jump to content
  • OpenProject
    • View all projects
Home
    • Projects
    • Work packages
    • News
    • Getting started
    • Introduction video

      Welcome to OpenProject Community

      Get an overview

      Get a quick overview of project management and team collaboration with OpenProject.
      You can restart this video from the help menu
    • Help and support
    • User guides
    • Videos
    • Shortcuts
    • Community forum
    • Professional support
    • Additional resources
    • Data privacy and security policy
    • OpenProject website
    • Security alerts / Newsletter
    • OpenProject blog
    • Release notes
    • Report a bug
    • Development roadmap
    • Add and edit translations
    • API documentation
  • Sign in
      Forgot your password?
      Create a new account

      or sign in with your existing account

      Google

Side Menu

  • Overview
  • Activity
  • Roadmap
  • Work packages
  • Calendars
  • Team planners
  • Boards
  • Forums
  • Wiki
    • Table of contents
      • Expanded. Click to collapseCollapsed. Click to showDeveloper
        • Hierarchy leafAccessibility Checklist
        • Hierarchy leafCode Review Guidelines
        • Expanded. Click to collapseCollapsed. Click to showContribution
          • Hierarchy leafGit Workflow
          • Hierarchy leafTranslations
        • Expanded. Click to collapseCollapsed. Click to showDeveloping Plugins
          • Hierarchy leafDeveloping an OmniAuth Authentication Plugin
        • Hierarchy leafRelease Process
        • Hierarchy leafReport a bug
        • Hierarchy leafSecurity
        • Hierarchy leafSetting up an OpenLDAP server for testing
        • Hierarchy leafTheme Features
      • Hierarchy leafDownload
      • Expanded. Click to collapseCollapsed. Click to showFeature tour
        • Hierarchy leafRelease Notes OpenProject 30
        • Expanded. Click to collapseCollapsed. Click to showRelease Notes OpenProject 30 - Overview
          • Hierarchy leafGlossary
          • Hierarchy leafRelease Notes - Accessibility
          • Hierarchy leafRelease Notes - Accessibility changes
          • Hierarchy leafRelease Notes - Add work package queries as menu items to sidebar
          • Hierarchy leafRelease Notes - Copy projects based on Templates
          • Hierarchy leafRelease Notes - Design changes
          • Hierarchy leafRelease Notes - Fixed Bugs
          • Hierarchy leafRelease Notes - Keyboard Shortcuts
          • Hierarchy leafRelease Notes - Project settings
          • Hierarchy leafRelease Notes - Ruby&Rails Update
          • Hierarchy leafRelease Notes - Security
          • Hierarchy leafRelease Notes - Timelines
          • Hierarchy leafRelease Notes - Work packages
      • Hierarchy leafHowto create animated gifs
      • Hierarchy leafMigration Squashing
      • Hierarchy leafMod security
      • Hierarchy leafNew work package page
      • Hierarchy leafOP3 to OP4 Debian upgrade
      • Hierarchy leafOP4 Ubuntu1404 Stable with MySQL in production
      • Hierarchy leafOpenProject 40 Development Setup
      • Expanded. Click to collapseCollapsed. Click to showOpenProject Foundation
        • Hierarchy leafBoards
        • Hierarchy leafMembers
        • Hierarchy leafOPF-Meetings
        • Hierarchy leafStatutes
      • Expanded. Click to collapseCollapsed. Click to showRelease Notes
        • Hierarchy leafOpenProject released on Bitnami
      • Expanded. Click to collapseCollapsed. Click to showRelease Notes OpenProject 40 - Overview
        • Hierarchy leafRelease Notes OpenProject 40 - Accessibility improvements
        • Hierarchy leafRelease Notes OpenProject 40 - Column header functions in work package table
        • Hierarchy leafRelease Notes OpenProject 40 - Improved Design
        • Hierarchy leafRelease Notes OpenProject 40 - Integrated query title on work package page
        • Hierarchy leafRelease Notes OpenProject 40 - Integrated toolbar on work package page
        • Hierarchy leafRelease Notes OpenProject 40 - OmniAuth integration for OpenProject
        • Hierarchy leafRelease Notes OpenProject 40 - Work package details pane
      • Expanded. Click to collapseCollapsed. Click to showSecurity and privacy
        • Hierarchy leafFAQ
      • Expanded. Click to collapseCollapsed. Click to showSupport
        • Expanded. Click to collapseCollapsed. Click to showDownload and Installation
          • Hierarchy leafInstallation MacOS
          • Expanded. Click to collapseCollapsed. Click to showInstallation OpenProject 3 0
            • Hierarchy leafDebian Stable with MySQL in production
            • Hierarchy leafInstallation Ubuntu
            • Hierarchy leafInstallation Windows
            • Hierarchy leafInstallation on Centos 65 x64 with Apache and PostgreSQL 93
          • Expanded. Click to collapseCollapsed. Click to showInstallation OpenProject 40
            • Hierarchy leafOP4 Debian Stable with MySQL in production
          • Expanded. Click to collapseCollapsed. Click to showMigration paths
            • Hierarchy leafFrom Chilliproject to OpenProject
            • Hierarchy leafMigration 15 to 30
            • Hierarchy leafMigration 24 to 30
            • Hierarchy leafMigration Redmine 2x › OpenProject 30
            • Hierarchy leafOpenProject 3 Migration
          • Hierarchy leafOpenProject 40
        • Expanded. Click to collapseCollapsed. Click to showNews
          • Hierarchy leafNew OpenProject Translations Plugin
          • Hierarchy leafNew Plugin on OpenProjectorg Local Avatars
          • Hierarchy leafNew design for OpenProject
          • Hierarchy leafNews Accessibility workshop for OpenProject
          • Hierarchy leafNews Glossary for OpenProject
          • Hierarchy leafNews Heartbleed fixed
          • Hierarchy leafNews Icon Fonts
          • Hierarchy leafNews OpenProject 30 Release
          • Hierarchy leafNews Release GitHub Integration Plugin
          • Hierarchy leafNews Success Story Deutsche Telekom
          • Hierarchy leafNews Timelines
          • Hierarchy leafOpenProject 3013 released
          • Hierarchy leafOpenProject 3017 released
          • Hierarchy leafOpenProject 40 released
          • Hierarchy leafOpenProject 40 will be coming soon
          • Hierarchy leafOpenProject 405 released
          • Hierarchy leafOpenProject and pkgrio
          • Hierarchy leafOpenProject news moved to a new blog
          • Hierarchy leafOpenProjectBitnami
          • Hierarchy leafPackager version with plugins released ("Community edition")
          • Hierarchy leafRegistration OpenProject-Foundation
          • Hierarchy leafRelease OpenProject AuthPlugins
          • Hierarchy leafUpdates on OpenProject
          • Hierarchy leafWe need your feedback for the the new fullscreen view for work packages
        • Hierarchy leafOpenProject Plug-Ins
      • Hierarchy leafWiki
You are here:
  • Forums
  • Development

Content

Connecting to SuitCRM Propject tasks, cases and personal tasks through OpenProject

Added by James van der Hoven over 1 year ago

Hi.

We have the following Use Case requirement and upon research of many online tools, we eventually opted for our own CRM system that we can bend to our own needs.

We are a small ecommerce agency and have used Trello, Jira, Asana, vTiger and and and...none of which is doing what we would like it to do the way we need it, so we opted to move our CRM from vTiger to SuitCRM so that we can build out something of our own.

Essentially, at the end of the day, we would like one Kanban board that sucks in all the of the different Project Tasks, Personal Tasks and Cases into a single Kanban board so that we can use a Gantt charts to see where we are at with our projects and what is taking us the most time.

My first question would be...

  1. Can OpenProject create a single Kanban board from multiple sources into a single board so that the entire team can see all the other people's workloads?
  2. If so, could we then filter Cases, from Project Tasks, from person Tasks and could we further filter it by Client so that it looks manageable?
  3. Is it possible, via API to pull the information from SuiteCRM to OpenProject and I assume that information saved in OpenProject will then be pushed back to SuiteCRM

There are many plugins for SuiteCRM but it is incredibly clunky and the Gantt chart tools are not great at all.

Many thanks,
James


Replies (1)

RE: Connecting to SuitCRM Propject tasks, cases and personal tasks through OpenProject - Added by Max Mutzge over 1 year ago

Hi James,
let me try to help you. First off, have you created a free trial, yet? You can start one at start.openproject.com for the Enterprise cloud or at https://www.openproject.org/enterprise-edition/ for the Enterprise on-premises edition.

  1. Depending on how you structure your project hierarchies you can have a Kanban board that shows all your team's tasks (we call them "work packages" in OpenProject). To be able to show work packages in a Kanban board they first have to be created in OpenProject (manually, via email or via API). You can find out more about our boards module here: https://docs.openproject.org/user-guide/agile-boards/
  2. OpenProject offers multiple filter options, and they can be combined, too. I'd say that is one of its strengths. There are different work package types already and you can add additional ones (e.g. Case, Question, ...). 
    The filter options are described here: https://docs.openproject.org/user-guide/work-packages/work-package-table-configuration/#filter-work-packages (The filter in the boards module works more or less the same way).
    How to add a work package type can be found here: https://docs.openproject.org/system-admin-guide/manage-work-packages/work-package-types/
  3. You can use the API to create and fetch work packages in/from OpenProject (and much more). I'm not sure how the API of Suite CRM works. You can find the API documentation for OpenProject here: https://docs.openproject.org/api/introduction/

I hope that helps?

Kind regards

Matthias

  • (1 - 1/1)
Loading...