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Project

Creating a New Project
Linking a Project to a Client
Assigning Project Managers and Team Members
Choosing a Billing Type
Managing Project Budgets
Creating a Task
Using Task Views
Setting Task Priorities and Statuses
Adding Time Estimates and Tracking Time
Adding Subtasks
Task Chat and Activity Log
Project Files
Creating an Issue
Creating a Milestone
Project Dashboard

Expenses

Adding a New Expense
Creating Categories
Submitting for Approval
Creating Reports

Invoice

Creating a new invoice
Managing Payments

Timesheet

Add a new timesheet
Submitting Timesheets
Monitoring Timesheet Status
Timesheet Categories

Meeting Scheduler

Scheduling a Meeting
Inviting Attendees
Monitoring Meeting Statistics

Team management

Creating a Department
Adding Team Members
Managing Team Members
Team member’s overview

Estimates/Quotes

Create a new estimate/quote
Sending the Quote to Your Client

Mileage

Adding a New Mileage
Creating Mileage Categories
Submitting Mileages for Approval
Creating Mileage Reports

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Timesheet

Timesheet

Add a new timesheet
Submitting Timesheets
Monitoring Timesheet Status
Timesheet Categories

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