Start a new Project
On your
mobile:
- Tap on + from the home screen
- Enter the Project Name
- Set the Project Dates: Start Date defaults to Today and estimated target End Date defaults to one month
- Enter the Budget amount: a dollar value of the cost of the Project
- Enter a Note: text description of the Project
- Tap the tick in top left corner when you are done.
In your
web account:
- Click on + from the home screen
- Enter the Project Name
- Set the Project Dates: Start Date defaults to Today and estimated target End Date defaults to one month
- Click on Save: this takes you to the Project view screen.
- Click the Edit icon (pencil) to further edit the Project.
- Enter the Budget amount: a dollar value of the cost of the Project
- Enter a text Description of the Project
- Click the tick icon when you are done.
Next Step:
Link to a Client
