Difference between revisions of "Quick start guide to Protemos"
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| " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/SmartCAT_integration]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/SmartCAT_integration]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] | ||
| − | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/MemoQ_integration]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]] | + | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/MemoQ_integration]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IW7xlkG0mWg]] |
| " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]] | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]] | ||
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| " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Import_clients_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/9oFngi3mXEc]] | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Import_clients_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/9oFngi3mXEc]] | ||
| − | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_details,_Workflow_tab]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]] | + | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_details,_Workflow_tab]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/L7D0pmtKJS0]] |
|} | |} | ||
Revision as of 14:08, 25 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
| Taxes 40px 40px
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Project templates 40px 40px
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Tenders 40px 40px
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| SmartCat integration 40px 40px
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memoQ integration 40px 40px
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TQ Auditor integration 40px 40px
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| Import vendors 40px 40px
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Import clients 40px 40px
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Workflow 40px 40px
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