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Project Management

Adding a Project

To add a new project, follow the steps given below

Step 1: Go to Projects Tab and click the New Project button.
Step 2: Enter the required details.
Step 3: Click the Save button.

Adding Tasks for a Project

Once the project is created, you can add a task for that project.

Step 1: In the Projects Dashboard, click the Actions dropdown button present next to each Project name.
Step 2: Select the tasks option in the dropdown, it will take you to the Tasks tab.
Step 3: Click the Add button to add a task to that project.

Adding Time Log for a Task

Next to the tasks tab, there is Time Log tab. Here you can add time log for each task

Step 1: Go to Time Logs Tab and click the Add button.
Step 2: Enter the required details.
Step 3: Click the Save button.

Adding Documents for a Project

Any documents or notes relevant to the project can be added.

Step 1: Go to Documents & Notes Tab and click the Add button.
Step 2: Enter a suitable heading and upload the required file.
Step 3: Click the Save button.

NOTE: If you want to restrict the visibility to other users, you can enable the “Is Private” checkbox.

Creating Invoices for a Project

Invoices can be created for project based on tasks done for that project.

Step 1: Go to Invoices Tab and click the Add button.
Step 2: Enter the required details.
Step 3: Click the Save button.

Project Settings

Enabling the permission for adding Time log, Invoices, Documents for project can be set in Settings Tab.