Step-by-Step Guide
1. Create Customers (Only If Needed)
- Navigate to Customers:
- From the main menu, go to the “Customers” section.
- Click on New Customer:
- Click the “New Customer” button.
- Enter Customer Details:
- Fill out all the required fields.
- Additional Information:
- Add any other relevant information in the provided fields.
- Click “Save and Create contact” (Only If Needed).
- Create Contact for the Customer:
- Create a contact person for the customer.
- Save Customer:
- Click the “Save” button to create the customer.
Click here for more info.
2. Create Project and Task Templates (Only If Needed)
Project Templates
- Navigate to Project Templates:
- From the main menu, select “Projects Templates” under the “Utilities” section.
- Click on New Project Template:
- Click the “New Template” button.
- Enter Template Details:
- Template Name: Enter a name for the project template.
- Template Description: Provide a description for the template.
- Default Settings: Set default values for project details such as priority, and status.
- Save Project Template:
- Click the “Save” button to create the project template.
Task Templates
- Navigate to Task Templates:
- From the main menu, select “Task Templates” under the “Utilities” section.
- Click on New Task Template:
- Click the “New Template” button.
- Enter Template Details:
- Subject: Enter a subject for the task.
- Fixed Rate: Select a fixed rate for the template if needed.
- Priority: Select a default priority.
- Template: Select default associated project template.
- Assignees: Add default assignees.
- Followers: Add default followers.
- Insert Checklist Templates: Add default checklist items.
- Tags: Add default tags.
- Task Description: Provide a detailed description.
- Save Task Template:
- Click the “Save” button to create the task template.
Click here for more info.
3. Create Projects
- Navigate to Projects:
- From the main menu, go to the “Projects” section.
- Click on New Project:
- Click the “New Project” button.
- Select Project Template:
- Choose a project template from the list. The template will auto-fill project details.
- Enter required Project Details:
- Project Name: Enter the name of the project.
- Customer: Associated customer will be set by default.
- Billing Type: Fixed rate is the default one.
- Status: Choose the status of the project.
- Total Rate: Enter the foxed rate for the project.
- Start Date and Deadline: Set the start and end dates.
- Members: Assign the members for the project.
- Tags: Add tags if needed.
- Project Description: Provide a description.
- Enter Candidate Details:
- Click the “Candidate” button to fill the candidate details.
- Fill out all the required fields.
- Save Project:
- Click the “Save” button to create the project.
Click here for more info.
4. Create Tasks and Manage Checklist and Documents
- Navigate to Tasks:
- From the main menu or the project details page, go to the “Tasks” section.
- Click on New Task:
- Click the “New Task” button.
- Select Task Template:
- Choose a task template from the list. The template will auto-fill task details.
- Enter Task Details:
- Subject: Enter a subject.
- Milestone: Select a milestone if applicable.
- Start Date and Due Date: Set start and due dates.
- Priority: Set the priority level.
- Repeat Every: Set recurrence interval if needed.
- Project: The associated project will be selected by default.
- Assignees: Add assignees.
- Followers: Add followers.
- Insert Checklist Templates: Checklist will be set by default when selecting the template.
- Tags: Add tags if needed.
- Task Description: Provide a description.
- Save Task:
- Click the “Save” button to create the task.
Click here for more info.
