Manage Large Projects with Multiple Contacts & Jobs
Now you've set up your Project Settings and Created a Project, it's time to learn how to manage large jobs that may have multiple contacts and jobs.
Please Note: adding multiple contacts coming soon.
Manage a Project
From the Projects tab on the user menu panel, click into the project that you want to manage.
From here you can view your dashboard, project information, view, add & manage tasks, view & add files as well as emailing.
Information:
- make sure your project has a workflow assigned.
- review your tasks and assign members if required.
Customised Workflow
Create a customised workflow for your projects, see Creating a Workflow.
Need more assistance? Check out our help video below, please note we are constantly updating and improving so somethings may have changed!