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Project Management Software

Clients

Projects

Create Projects

Tasks

Milestones

Tasks

Time Tracking

Leads

Leads Overview

Estimates

Invoices

Expenses

Settings

Main Settings

Theme

Client Settings

Leads Settings

Task Settings

Tag Settings

Email Settings

Email Templates

User Roles

Tax Settings

Knowledge Base

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Projects Overview

Last updated

Managing your projects is very easy and intuitive. The place to start is the Project List Page.

You access this page via the main menu:

:: Main Menu > Projects

 

From this page, you are able to view and do the following:
  • (1) Create a new project
  • (2) Edit an existing project
  • (3) Delete a project
  • (4) Quickly manage additional project setting, via the quick actions, drop menu.
  • (5) Filter projects, using a detailed filter panel. You can filter by project dates, categories, statuses, etc.
  • (6) Toggle (hide/show) the Quick Stats panels
  • (7) As the admin user, you can select to view all projects or only the projects that you are assigned to.
  • (8) Search your projects, using the free text search box.
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