Difference between revisions of "Quick start guide to Protemos"
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− | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:WK cl.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:WK cl.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/IHAw-yH3jJM]] |
− | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Project_templates]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Project_templates]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/TM4aKwhBeVU]] |
− | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Create_job_tenders]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Create_job_tenders]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jsAF3SAr9bQ]] |
|- style="height:100px" | |- style="height:100px" | ||
− | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/SmartCAT_integration]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/SmartCAT_integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]] |
− | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/MemoQ_integration]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/MemoQ_integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/r5cJ68ExSL8]] |
− | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]] [[image:Empty square.jpg|20px|link=]][[File: | + | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=]] |
|- style="height:100px" | |- style="height:100px" | ||
− | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Import_vendors_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Import_vendors_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] |
− | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Import_clients_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File: | + | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Import_clients_from_Excel]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/9oFngi3mXEc]] |
− | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Project_details,_Workflow_tab]] [[image:Empty square.jpg|20px|link=]][[File: | + | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Project_details,_Workflow_tab]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/L7D0pmtKJS0]] |
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Revision as of 12:40, 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 ![]() ![]() ![]()
|