User can start create and manage project

User can access this via Works > Projects

In this view, the user can see a summary list of project created with its progress status.


Create A Project

To start a new project, click on the Add+ button

From this, users require entering detail information about the project by fill up;

  • Project Name
  • Project Category – users can add and create new project
  • Start Date
  • Dateline
  • Add Project Members – choose from team member / staff
  • Project Summary
  • Note
  • Client Info
  • Select Client
    • Client can manage tasks of this project – check this box if require letting client being notify
  • Project Budget
  • Currency
  • Hours Allocated
  • Project Status – Default project status is Not Started, user can choose from status;
    • Not started
    • In Progress
    • On Hold
    • Cancelled
    • Finished
    • Under Review
  • Drop files or upload any relevant files

Click Save button once done. Once created, team member and client will receive notification about the project newly created.


Was this article helpful to you?

Leave a Reply