Content

Introduction

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.

 

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