Difference between revisions of "Quick start guide to Protemos"
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| − | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File: | + | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:WK cl.png|60px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jX-D7EUltyE]] |
| − | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File: | + | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/e23OdYfLewc]] |
| − | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File: | + | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Create/import vendors]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/l63yaXJddQQ]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File: | + | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:WK cl.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/38SpFkjDD9s]] |
| − | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File: | + | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:WK cl.png|60px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/wWAgR_A8-Yc]] |
| − | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File: | + | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:WK cl.png|60px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/z1brFAnfhDI]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File: | + | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:WK cl.png|60px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/QDAQdYh1wPI]] |
| − | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File: | + | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:WK cl.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/ZMyuJySmyys]] |
| − | |9. " valign="top" align="center" | <U> [[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File: | + | |9. " valign="top" align="center" | <U> [[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:WK cl.png|60px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/WRZJHb9njeI]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File: | + | |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:WK cl.png|60px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/-7G5FaHQ31Y]] |
| − | |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File: | + | |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File:WK cl.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/X5e4Raf8IqY]] |
| − | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File: | + | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:WK cl.png|60px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/EFSjwviYtz8]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |13. " valign="top" align="center" | <U> [[Managers and access|'''13.Managers and access''']] </U> <br> <br> [[File: | + | |13. " valign="top" align="center" | <U> [[Managers and access|'''13.Managers and access''']] </U> <br> <br> [[File:WK cl.png|60px|link=Managers and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/8bfp3W83-mk]] |
| − | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File: | + | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:WK cl.png|60px|link=Customization]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/wbcGrCuF3lE]] |
| − | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File: | + | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/hONidYnoW7M]] |
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| − | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File: | + | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:WK cl.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]] |
| − | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/TM4aKwhBeVU]] |
| − | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/jsAF3SAr9bQ]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/D5UmeR3J22U]] |
| − | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/r5cJ68ExSL8]] |
| − | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[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:youtube.jpg|40px|link=]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/Vp_pEUGQG_4]] |
| − | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/9oFngi3mXEc]] |
| − | | " valign="top" align="center" | '''Workflow '''<br> <br> [[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:youtube.jpg|40px|link=https://youtu.be/L7D0pmtKJS0]] |
|} | |} | ||
Revision as of 11:36, 28 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
1.Create Account   40px
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2.Create/import clients 40px
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3.Create/import vendors (for Enterprise version) 40px
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| 4.Create project 40px
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5.Assign jobs (for Enterprise version) 40px
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6.Issue invoices 40px
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| 7.Record payments 40px
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8.Generate reports 40px
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9.Quotes 40px
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| 10.Filters and search 40px
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11.Export data 40px
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12.Alerts and notifications 40px
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| 13.Managers and access 40px
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14.Customization 40px
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15.Licenses (for Enterprise version) 40px
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- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
| Taxes 40px
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Project templates 40px
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Tenders 40px
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| SmartCat integration 40px
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memoQ integration 40px
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TQ Auditor integration 40px
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| Import vendors 40px
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Import clients 40px
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Workflow 40px
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