Basic Features and Creating a simple project

Created by Aaron Remorosa, Modified on Wed, 20 Apr 2022 at 03:48 AM by Aaron Remorosa


  1. Click on the left-hand menu, click on ‘Projects’ then ‘New Project’

  2. Select a project template (if you have one setup)

  3. Enter primary information the project:

    • Contact - who is the project contact

    • Project title - Name the project something relevant

    • Start Date - The proposed project start

    • End Date - The proposed project due date

    • Status - In production

    • Notes / Information - You can give further detail into the project

  4. Click ‘Save’


  5. Click on the ‘Tasks’ and ‘Billables’ tab to start loading project related tasks / billables


  6. Add as required to finish completing your project 

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