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
Your project map lists all of your projects that have a "Start Date" set, but have not been completed. When you first view the page you will see a map of the UK. Select a user at the top right of the map to see their ongoing projects on the map. ...
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.
Project stage forecast
Your project stage forecast report lists all of the project stages that are assigned to you that have not been completed or invoiced yet. To access this report, click on the "Forecast" figure on your dashboard. Alternatively, you can click on the ...
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.