Difference between revisions of "Quick start guide to Protemos"
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|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]] | ||
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|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]] |
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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
|