Project Management

How to create/manage Projects:

  • You will find the link for Projects on the left side of the page

  • Alternatively, you can also find Projects under Track as follows:

  • Once you click on Projects, the Page for Projects opens up.

  • You can create a new project using the ‘+’ on the far right side of the page.

  • Once you click on the ‘+’ sign, the following page opens up. Here you need to fill complete details of the new Project that you are creating.

  • After completing the details, hit the create button

  • Once you hit create, the new project gets created. To view the details, simply click on the newly created Project.

  • To update the project, click on 3 vertical dots that are on the right side of the page

  • Once you click update, you can update the information and click ‘Update’

  • You then get a notification saying that it is updated

  • You can add a milestone to your project as follows:

  • After you click on Add Milestone, the system will ask you to enter all the details. Once the details are entered, click ‘Add’

  • The milestone gets added

  • You will be able to view it under the ‘Milestones’ section under Project details

  • You can also update a Milestone, add tasks under it and delete a milestone

  • Once you click on Add Task, the page for adding a task opens up. Fill in all the details and hit Add

  • You can create a task as public or private, billable or non-billable, visible or not using the toggle bars above the ‘Add’ button as shown in the following screenshot.

  • Once you hit ‘Add’, you get a notification that the task is added.

  • You can check the details of the task in the mentioned milestone and/or ‘Tasks’ subsection in the project details page

  • You can convert a project into an Invoice as follows:

  • Once you hit ‘convert invoice’, the system will take you to the page where you can input all the details. Simply follow the ‘Create Invoice’ steps to create an Invoice.
  • You can also add a ‘New Expense’ to your project to track any new expense that comes up in the project while fulfilling your customer’s needs.

  • Once you hit  ‘New Expense’,  you can fill in all the details and click on ‘Add’

  • Once you click on Add, the expense gets added

  • You can ‘Mark’ a project as Not Started, Started, Percentage, Cancelled, Complete as shown below:

  • Finally, you can delete a project using the delete option as follows:

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