Difference between revisions of "Quick start guide to Protemos"
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| " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:wiki.jpg|40px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]] | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:wiki.jpg|40px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]] | ||
− | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_templates]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] | + | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_templates]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/TM4aKwhBeVU]] |
| " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Create_job_tenders]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jsAF3SAr9bQ]] | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Create_job_tenders]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jsAF3SAr9bQ]] |
Revision as of 14:07, 25 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
1.Create Account 40px ![]() |
2.Create/import clients 40px ![]() |
3.Create/import vendors (for Enterprise version) 40px ![]() |
4.Create project 40px ![]() |
5.Assign jobs (for Enterprise version) 40px ![]() |
6.Issue invoices 40px ![]() |
7.Record payments 40px ![]() |
8.Generate reports 40px ![]() |
9.Quotes 40px ![]() |
10.Filters and search 40px ![]() |
11.Export data 40px ![]() |
12.Alerts and notifications 40px ![]() |
13.Managers and access 40px ![]() |
14.Customization 40px ![]() |
15.Licenses (for Enterprise version) 40px ![]() |
For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
Taxes 40px ![]() |
Project templates 40px ![]() |
Tenders 40px ![]() |
SmartCat integration 40px ![]() |
memoQ integration 40px ![]() |
TQ Auditor integration 40px ![]() |
Import vendors 40px ![]() |
Import clients 40px ![]() |
Workflow 40px ![]()
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