Projects

Adding tasks to a project

How to add tasks to a project?

Creating hourly rate Project

How to create an hourly rate project?

Creating Fixed rate Project

How to create a fixed rate project?

Generating Invoice of a Project

How to generate an invoice for a project? 1. First of all go to the sidebar menu and click on the "Projects" category. 2. Once the projects page opens, you will be able to see the three dots icon under the "Actions" column. Click on it. 3. A drop-down menu will appear, then click on the "Generate Invoice" option. 4. Now you can generate an invoice for your project and save the changes accordingly.

Generating an Estimate of a Project

How to generate an estimate of a project?

1. First of all go to the sidebar menu and click on the "Projects" category.

2. Once the projects page opens, you will be able to see the three dots icon under the "Actions" column. Click on it.

3. A drop-down menu will appear, then click on the "Generate Estimate" option.

4. After clicking on the option the Estimate page will open where you can add any changes and then save it.

Creating a Project

How to create a project?

In order to create a project you can follow our simple step-by-step guide as given below.

1. First of all go to the sidebar menu and click on the "Projects" category.

2. Once you reach the projects page, you will be able to see the "New Project" button on the right side. Click on it to create a new project as shown in the picture below.