Difference between revisions of "Quick start guide to Protemos"

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'''Advanced options'''  <span style = "color:red"> '''- this table is being edited''' </span>
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<BIG>'''Advanced options'''</BIG> <span style = "color:red"> '''- this table is being edited''' </span>
  
 
{| style="width:900px" border="1"   
 
{| style="width:900px" border="1"   
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  | " valign="top" align="center" width="300"  | ''' Taxes''' <br> <br> [[File:wiki.jpg|40px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]]
 
  | " valign="top" align="center" width="300"  | ''' Taxes''' <br> <br> [[File:wiki.jpg|40px|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:wiki.jpg|40px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]]
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| " valign="top" align="center" width="300" |  ''' Project templates''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_templates]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]]
  
 
  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Create_job_tenders]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jsAF3SAr9bQ]]
 
  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:wiki.jpg|40px|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:wiki.jpg|40px|link=]] [[image:Empty square.jpg|20px|link=]]  [[File:youtube.jpg|40px|link=]]
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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" |''' memoQ integration ''' <br> <br> [[File:wiki.jpg|40px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]]  
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  | " 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" | ''' TQ Auditor integration'''<br> <br> [[File:wiki.jpg|40px|link=]]  [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]]
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  | " 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=]]
  
 
|- style="height:100px"
 
|- style="height:100px"
 
  | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:wiki.jpg|40px|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 vendors'''<br> <br> [[File:wiki.jpg|40px|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:wiki.jpg|40px|link=]]  [[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" | ''' '''<br> <br> [[File:wiki.jpg|40px|link=]]  [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=]]
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  | " 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=]]
  
 
   
 
   
 
  |}
 
  |}

Revision as of 15:52, 21 May 2020

For a brief system overview, please check this video: Youtube.jpg

All the icons are clickable

1.Create Account

Wiki.jpg Empty square.jpg Youtube.jpg
2.Create/import clients

Wiki.jpg Empty square.jpg Youtube.jpg
3.Create/import vendors
(for Enterprise version)
Wiki.jpg Empty square.jpg Youtube.jpg
4.Create project

Wiki.jpg Empty square.jpg Youtube.jpg
5.Assign jobs
(for Enterprise version)
Wiki.jpg Empty square.jpg Youtube.jpg
6.Issue invoices

Wiki.jpg Empty square.jpgYoutube.jpg
7.Record payments

Wiki.jpg Empty square.jpgYoutube.jpg
8.Generate reports

Wiki.jpgEmpty square.jpgYoutube.jpg
9.Quotes

Wiki.jpg Empty square.jpgYoutube.jpg
10.Filters and search

Wiki.jpg Empty square.jpgYoutube.jpg
11.Export data

Wiki.jpg Empty square.jpgYoutube.jpg
12.Alerts and notifications

Wiki.jpg Empty square.jpg Youtube.jpg
13.Managers and access

Wiki.jpg Empty square.jpgYoutube.jpg
14.Customization

Wiki.jpg Empty square.jpgYoutube.jpg
15.Licenses
(for Enterprise version)
Wiki.jpg Empty square.jpg Youtube.jpg


For the Vendor quick start guide, please click here.


Advanced options - this table is being edited

Taxes

Wiki.jpg Empty square.jpg Youtube.jpg
Project templates

Wiki.jpg Empty square.jpg Youtube.jpg
Tenders

Wiki.jpg Empty square.jpg Youtube.jpg
SmartCat integration

Wiki.jpg Empty square.jpg Youtube.jpg
memoQ integration

Wiki.jpg Empty square.jpg Youtube.jpg
TQ Auditor integration

Wiki.jpg Empty square.jpgYoutube.jpg
Import vendors

Wiki.jpg Empty square.jpg Youtube.jpg
Import clients

Wiki.jpg Empty square.jpg Youtube.jpg
Workflow

Wiki.jpg Empty square.jpgYoutube.jpg