Knowledge Base
Project Dashboard Overview
Project Dashboard Overview Once a project has been created under the Accounts Module, multiple features become available to help manage operations, communications, finances, and support. Each feature serves a unique role in ensuring projects are executed smoothly and efficiently. Tasks The Tasks feature allows you to break a project into...
Read moreHow to Add a New Project
How to Add a New Project The Projects feature in the Accounts Module allows businesses to organize, monitor, and manage client-related initiatives in a structured manner. By creating a project under a customer account, you ensure that all project activities, billing details, communications, and deliverables are centralized in one place....
Read moreHow to Add a New Task
How to Add a New Task The Tasks feature is one of the most important tools within a project. It allows you to divide a large project into smaller, actionable items that can be assigned to specific team members. Tasks can include deadlines, priorities, billing rates, and links to other...
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