Freelance Projects Board - Project Management - Tutorial
This video shows the dashboard of the project management module with infographic charts and graphs to visualise and gain strategic insights into your timesheets.
Let's see how to add a new project and the information available after registration.
1.Login/Register in the platform
2. Go to Project section from menu
3. Press click on "New Project" and after redirect fills all required information:
Team - Allocate members in the team to work on this new project
Project Name - fill with the name of the project from the contract a representative name
Client - Select the client from CRM
Price - fill with the price stipulated in the contract
Officer - select the owner/officer of the project
Priority - choose a priority level
Status - choose the status of the project at that moment
Start Date - fill with the date when will start working on it
End Date - fill with the date when must be done stipulated in the contract
Description - fill with all the requests from the contract
If you navigate in the overview of the project will be able to see all the above pieces of information and a lot of charts with stats, activity history, costs, time spent, tasks and many more
Dan M. 4 years ago