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The Tasks screen is used to create and manage tasks related to projects, invoices, customers, estimates, expenses, and proposals.
1.5.1. Add New Task
Step 1: Click on the ...
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The Billing Categories screen is used to define and manage billing expense types for projects.
1.3.1. Add Billing Category
Step 1: Click on the New Billing Category...
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The Construction Projects screen allows users to create and manage construction projects for real estate developers.
1.4.1. Create New Project
Step 1: Click on the Ne...
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The Teams screen is used to create and manage project teams. This data is used in the Projects menu to assign team members to specific projects.
1.2.1. Add Team
Step ...
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The Status Labels screen is used to create and manage task statuses. These labels will be used in the Tasks menu to categorize task progress.
1.1.1. Add Status Label
...