Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
| Line 15: | Line 15: | ||
|4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/38SpFkjDD9s]] | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/38SpFkjDD9s]] | ||
| − | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color: | + | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:WK cl.png|60px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wWAgR_A8-Yc]] |
|6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:WK cl.png|60px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]] | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:WK cl.png|60px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]] | ||
| Line 38: | Line 38: | ||
|14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:WK cl.png|60px|link=Customization]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]] | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:WK cl.png|60px|link=Customization]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]] | ||
| − | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color: | + | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/hONidYnoW7M]] |
|- | |- | ||
Revision as of 11:42, 28 May 2020
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account  
|
2.Create/import clients
|
3.Create/import vendors (for Enterprise version)
|
| 4.Create project
|
5.Assign jobs (for Enterprise version)
|
6.Issue invoices
|
| 7.Record payments
|
8.Generate reports
|
9.Quotes
|
| 10.Filters and search
|
11.Export data
|
12.Alerts and notifications
|
| 13.Managers and access
|
14.Customization
|
15.Licenses (for Enterprise version)
|
- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
| Taxes
|
Project templates
|
Tenders
|
| SmartCat integration
|
memoQ integration
|
TQ Auditor integration
|
| Import vendors
|
Import clients
|
Workflow
|
