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

1. • Navigate to Project Templates:

     • From the main menu, select "Projects Templates" under the "Utilities" section.
2.  

   • Click on New Project Template:

     • Click the "New Template" button.
3.  

   • 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.
4.  

   • Save Project Template:

     • Click the "Save" button to create the project template.

       Task Templates

1. • Navigate to Task Templates:

     • From the main menu, select "Task Templates" under the "Utilities" section.
2.  

   • Click on New Task Template:

     • Click the "New Template" button.
3.  

   • 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.
4.  

   • 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.