Difference between revisions of "Quick start guide to Protemos"
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| − | | | + | | " valign="top" align="center" width="300" | '''1. 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" | '''2. Project templates''' <br> <br> [[File:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] |
| − | | | + | | " valign="top" align="center" width="300" | '''3. 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]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | | + | | " valign="top" align="center" | '''4. SmartCat integration'''<br> <br> [[File:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] |
| − | | | + | | " valign="top" align="center" |'''5. memoQ integration ''' <br> <br> [[File:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] |
| − | | | + | | " valign="top" align="center" | '''6. TQ Auditor integration'''<br> <br> [[File:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | | + | | " valign="top" align="center" | '''4. Import vendors'''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Import_vendors_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/Vp_pEUGQG_4]] |
| − | | | + | | " valign="top" align="center" |'''5. Import clients ''' <br> <br> [[File:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] |
| − | | | + | | " valign="top" align="center" | '''6. '''<br> <br> [[File:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]] |
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Revision as of 16:25, 19 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px  40px
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2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
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| 7.Record payments 40px 40px
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8.Generate reports 40px 40px
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9.Quotes 40px 40px
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| 10.Filters and search 40px 40px
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11.Export data 40px 40px
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12.Alerts and notifications 40px 40px
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| 13.Managers and access 40px 40px
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14.Customization 40px 40px
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15.Licenses (for Enterprise version) 40px 40px
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For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
| 1. Taxes 40px 40px
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2. Project templates 40px 40px
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3. Tenders 40px 40px
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| 4. SmartCat integration 40px 40px
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5. memoQ integration 40px 40px
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6. TQ Auditor integration 40px 40px
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| 4. Import vendors 40px 40px
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5. Import clients 40px 40px
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6. 40px 40px
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