Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
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− | | " valign="top" align="center" | <U>[[ | + | | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]] |
| " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]] | | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]] | ||
| " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br><br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | | " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br><br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] |
Revision as of 11:27, 5 September 2022
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 (for Enterprise version) |
14.Customization |
15.Licenses (for Enterprise version) |
Taxes |
Project templates |
Tenders |
Smartcat integration |
memoQ integration |
TQ Auditor integration |
Import vendors |
Import clients |
Workflow |
PDF templates |
Messages |
To-dos |
Dashboard |
Email templates |
|