1. How to create projects

How to create projects

  1. From the sidebar menu select Jobs.
  2. Then select Projects.
  3. On the top right click the Create Project button.
  4. In the customer selector start typing to select a customer or add a new one.
  5. In the contact selector start typing to select a contact or add a new one.
  6. If the job requires a location, in the location selector start typing to select a location or add a new one.
  7. In the employee selector choose the employee responsible for the project.
  8. Fill in a description for the project.
  9. Set the project start date if not today.
  10. Set the project due date if not today.
  11. Click Create Project to complete the process.
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