Basic Features and Creating a simple project

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

Select a project template (if you have one setup)

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
  
  

Click ‘Save’

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

Add as required to finish completing your project