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 11:40, 28 May 2020
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account  
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2.Create/import clients
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3.Create/import vendors (for Enterprise version)
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| 4.Create project
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5.Assign jobs (for Enterprise version)
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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9.Quotes
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| 10.Filters and search
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11.Export data
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12.Alerts and notifications
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| 13.Managers and access
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14.Customization
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15.Licenses (for Enterprise version)
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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
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Project templates
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Tenders
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| SmartCat integration
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memoQ integration
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TQ Auditor integration
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| Import vendors
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Import clients
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Workflow
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