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Help Desk | Atlas CRM

Atlas allows you to create structured product frameworks that serve as templates for future projects. This ensures consistency, efficiency, and the ability to offer different product versions tailored to various pricing points. Here’s how you can set up your product:

Optionally, upload files and create standard notes that should be included by default.

2. Using Your Product Template in a Project

Once your product framework is set up, you can create a concrete project based on it:

and select the product and the corresponding version.

Assign it to a customer and select which files you want to use.

If needed, you can edit and customize everything according to your needs inside the recently created project.

3. Creating Different Versions of a Product

Atlas allows you to offer multiple variations of a product, such as 

button next to Versions or duplicate an existing version.

Give it a name and assign a pricing point to differentiate the versions.

Modify the stages, activities, and any additional resources.

4. Importing a Framework from an Existing Project

If you have already structured a project and want to use it as a base for a new product:

Click on the 3-dots-icon next to "+ New Project" and 

Select the project you want to use as a template.

Make necessary modifications and save it as a new product.

By following these steps, you can streamline your workflow, maintain consistency across projects, and offer flexible product variations tailored to different client needs. If you have any questions, feel free to reach out to our support team!

How to create a product

Atlas AI helps you create structured product frameworks effortlessly, whether you already have a clear idea of what you want to build or need guidance to explore the best opportunities. Follow this step-by-step guide to build your product framework using Atlas AI.

 to start creating your product framework.

Choose one of the following options based on your level of clarity:

If you already have a clear vision of your product or service, follow these steps:

Provide key input about your product, including:
 

 and let Atlas AI create a structured framework for your product.

 such as tasks and meetings for each stage.

Review and customize the generated framework as needed.

3. Option 2: "I Need Help Defining My Product"

If you need assistance in identifying a profitable product idea, follow these steps:

Step 1: Select Product Type & Target Customer

Choose the type of product you want to build:
 

Step 2: Identify the Most Valuable Problem to Solve

, and Atlas AI will brainstorm possible solutions.

4. Atlas AI Generates Your Product Framework

After selecting or defining your product, Atlas AI will:

Provide a clear roadmap for implementation.

Once you are satisfied with your product framework:

Your product will now be stored in Atlas for further refinement and execution.

Atlas AI simplifies product development by structuring your ideas into a clear roadmap. Whether you start with a defined concept or need help identifying opportunities, the AI guides you through every step—from problem selection to structured execution. 🚀

Products

How to create a product

How to create a product framework with Atlas AI