How to Create & Manage Project?

You can create a project in 2 ways;

• From Left Menu
• From Quick Links

From Left Menu:

1. Click on + New Project from Left Menu (Refer Image 1)
2. Provide required details & click Create (Refer Image 2)

   

From Quick Links:

1. Click Quick Links > Project(Refer Image 1)
2. Provide required details & click Create (Refer Image 2)

    

Note:- You can use up to 5 characters for the Project Short Name & special characters are not allowed.

#How can I Edit a Project?

1. Navigate to Left Menu > Projects
2. Click   icon > Edit on the specific project (Refer Image 1)

Image 1

#How can I Disable or Complete a Project?

1. Navigate to Left Menu > Projects
2. Click   icon > Complete on the specific project (Refer Image 1)

(Image 1)

#How can I Delete a Project?

1. Navigate to Left Menu > Projects
2. Click on Completed tab.
3. Click   icon > Delete (Refer Image 1)
4. Click ‘OK’ on the pop-up

(Image 1)

Note:- You can only delete the projects if there are no tasks in the Project or the project is marked as complete

#How to Add Users to Existing Projects?

1. Navigate to Left Menu > Projects
2. Click   icon of the project > Add User (Refer Image 1)
3. Select users & Click ‘Save’ (Refer Image 2)

#How to Remove Users From Projects?

1. Navigate to Left Menu > Projects
2. Click  icon > Remove User of the specific project (Refer Image 1)
3. Select User(s) & Click ‘Remove’ (Refer Image 2)