Project types

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.

• Related Articles

• Document types

  When adding documents to clients or projects, you can keep them organised by assigning a document type. Create as many as you need here. To create a new one, click on the plus button at the top right of the table. Click on one to edit it, click on ...

• Project templates

  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.

• Project chat

  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 ...

• Archived projects

  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.

• Active projects

  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 ...