Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
|||
| (68 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | '''For a brief system overview, please check this video:''' [[File: | + | '''For a brief system overview, please check this video:''' [[File:2ag.png|40px|link=https://youtu.be/rrG6ImhtWHQ]] |
'''<I> All the icons are clickable </I>''' | '''<I> All the icons are clickable </I>''' | ||
| − | {| style="width:900px" border="1" | + | {| style="width:900px" border="1" class="wikitable" |
| − | + | ||
|-style="height:100px" | |-style="height:100px" | ||
| − | |1. " valign="top" align="center" width="300" | + | |1. " valign="top" align="center" width="300"|<U>[[Create Account|'''1.Create Account''']]</U> <br> <br>[[File:1ag.png|60px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jX-D7EUltyE]] |
| − | |2. " valign="top" align="center" width="300" | | + | |2. " valign="top" align="center" width="300"|<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]] |
| − | |3. " valign="top" align="center" width="300" | | + | |
| + | |3. " valign="top" align="center" width="300"|<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/mWKeF5l86NQ]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |4. " valign="top" align="center" | <U> | + | |4. " valign="top" align="center"|<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]] |
| − | |5. " valign="top" align="center" |<U> | + | |
| − | |6. " valign="top" align="center" | <U> | + | |5. " valign="top" align="center"|<U>[[Assign jobs|'''5.Assign jobs''']]</U> <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wWAgR_A8-Yc]] |
| + | |||
| + | |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |7. " valign="top" align="center" | <U> | + | |7. " valign="top" align="center"|<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]] |
| − | |8. " valign="top" align="center" | <U> | + | |
| − | |9. " valign="top" align="center" | <U> | + | |8. " valign="top" align="center"|<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]] |
| + | |||
| + | |9. " valign="top" align="center"|<U>[[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreate quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |10. " valign="top" align="center" | <U> | + | |10. " valign="top" align="center"|<U>[[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]] |
| − | |11. " valign="top" align="center" | <U> | + | |
| − | |12. " valign="top" align="center" | <U> | + | |11. " valign="top" align="center"|<U>[[Export data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]] |
| + | |||
| + | |12. " valign="top" align="center"|<U>[[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |13. " valign="top" align="center" | <U> | + | |13. " valign="top" align="center"|<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/8bfp3W83-mk]] |
| − | |14. " valign="top" align="center" | <U> | + | |
| − | |15. " valign="top" align="center" | <U> | + | |14. " valign="top" align="center"|<U>[[Customization|'''14.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]] |
| + | |||
| + | |15. " valign="top" align="center"|<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hONidYnoW7M]] | ||
|- | |- | ||
| Line 36: | Line 45: | ||
| + | :::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]][[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] | ||
| − | + | ::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] | |
| − | + | {| style="width:900px" border="1" class="wikitable" | |
| − | |||
| − | |||
| − | {| style="width:900px" border="1" | ||
|-style="height:100px" | |-style="height:100px" | ||
| − | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File: | + | | " valign="top" align="center" width="300" | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]] |
| − | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File: | + | | " valign="top" align="center" width="300" | <U>[[Project templates|''' Project templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]] |
| + | |||
| + | | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]] | ||
| − | |||
| − | |||
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' | + | | " valign="top" align="center" | <U>[[Smartcat integration|''' Smartcat integration''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link]] |
| + | | " valign="top" align="center" | <U>[[MemoQ integration|''' memoQ integration ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=MemoQ integration]] | ||
| + | | " valign="top" align="center" | <U>[[TQAuditor integration|''' TQ Auditor integration''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] | ||
| − | | " valign="top" align="center" |''' | + | |- style="height:100px" |
| + | | " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] | ||
| + | | " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]] | ||
| + | | " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]] | ||
| + | |||
| + | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' | + | | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <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>[[To-dos|'''To-dos''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <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]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |||
| − | | " valign="top" align="center" |''' | + | | " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Dashboard]] [[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>[[Email templates|'''Email templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Email templates]] [[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>[[Vendor_rating|'''Vendor rating''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | ||
| − | |||
| − | |||
|} | |} | ||
Latest revision as of 15:48, 11 September 2024
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)
|
.png){kind=small}
| Taxes
|
Project templates (for Enterprise version)
|
Tenders (for Enterprise version)
|
| Smartcat integration (for Enterprise version) 
|
memoQ integration (for Enterprise version)
|
TQ Auditor integration (for Enterprise version)
|
| Import vendors (for Enterprise version)
|
Import clients
|
Workflow (for Enterprise version)
|
| PDF templates (for Enterprise version) 
|
Messages
|
To-dos (for Enterprise version)
|
| Dashboard (for Enterprise version)
|
Email templates (for Enterprise version)
|
Vendor rating (for Enterprise version)
|
