When you create a project, a chat room specifically for that project is also created.
You can access the chat rooms from any page by clicking the chat icon at the top right in the header.
To tag people in a chat message (they will receive a notification), you can either type the @ symbol, or, click the user icon to the right of the chat box. Select the user you would like to tag and they will receive a notification when you send the message.
Hold down "Ctrl" then press "Enter" to send the message to save you clicking the send button
Click the "pop out" button to pop the chat out into it's own window so you can carry on browsing to other pages whilst the chat stays open
You can create project templates that contain all of your project stages. Then, when you are creating a quote, you simply select the template and all of the relevant stanges are automatically added to the quote.
When you are adding projects, you can assign them to a project type to make it easier to report on. Click on one to edit it, click on the red bin to delete it.
This page lists all of your archived projects. To un-archive a project, click on the project number to view it, then uncheck the "Archived" check box and click the "Update Project" button.
This page lists all of your active projects. Click on the project number to view/edit a project. Project Details The project details page is split into various tabs : Project Details Tab This tab lists all the project details. If you enter a ...
Time recording report
Use this report to see times recorded against project stages, compared to the quoted hours for those stages. You can choose from the following options: Report Report on time by project stage or total time by project. Project Select a project to only ...