Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
Line 60: | Line 60: | ||
|- style="height:100px" | |- style="height:100px" | ||
| " valign="top" align="center" | ''' Smartcat integration'''<br> <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link]] | | " valign="top" align="center" | ''' Smartcat integration'''<br> <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link]] | ||
− | + | | " valign="top" align="center" |''' memoQ integration ''' <br><br> [[File:1ag.png|60px|link=MemoQ integration]] | |
− | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:1ag.png|60px|link=MemoQ integration]] | ||
− | |||
| " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] | ||
− | |||
| " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]] | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]] | ||
− | |||
| " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]] | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]] | ||
Line 82: | Line 78: | ||
| " valign="top" align="center" |'''Dashboard''' <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | | " valign="top" align="center" |'''Dashboard''' <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | ||
| " valign="top" align="center" | '''Email templates'''<br> <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | | " valign="top" align="center" | '''Email templates'''<br> <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | ||
− | | " valign="top" align="center" | | + | | " valign="top" align="center" | '''''<br><br>[[File:1ag.png|60px|link=]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] |
|} | |} |
Revision as of 09:36, 18 March 2021
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 (for Enterprise version) ![]() ![]() ![]() |
14.Customization ![]() ![]() ![]() |
15.Licenses (for Enterprise version) ![]() ![]() ![]() |
Taxes ![]() ![]() ![]() |
Project templates ![]() ![]() ![]() |
Tenders ![]() ![]() ![]() |
Smartcat integration![]() ![]() ![]() |
memoQ integration ![]() |
TQ Auditor integration![]() ![]() ![]() |
Import vendors![]() ![]() ![]() |
Import clients ![]() ![]() ![]() |
Workflow ![]() ![]() ![]() |
Common notes ![]() ![]() ![]() |
Messages![]() ![]() ![]() |
To-dos![]() ![]() ![]() |
Dashboard ![]() ![]() ![]() |
Email templates![]() ![]() ![]() |
![]() ![]() ![]()
|