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:WK cl.png|60px|link=Create Account]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jX-D7EUltyE]]
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  |1. " valign="top" align="center" width="300"  |<U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:1ag.png|60px|link=Create Account]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jX-D7EUltyE]]
 
   
 
   
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|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:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]]
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|2. " valign="top" align="center" width="300" |<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]]
  
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  |3. " valign="top" align="center" width="300" |<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:WK cl.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/l63yaXJddQQ]]
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  |3. " valign="top" align="center" width="300" |<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/l63yaXJddQQ]]
 
   
 
   
 
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  |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:YT client.png|60px|link=https://youtu.be/38SpFkjDD9s]]
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  |4. " valign="top" align="center" |<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=https://youtu.be/38SpFkjDD9s]]
  
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  |5. " valign="top" align="center" |<U>[[Assign jobs|'''5.Assign jobs''']]</U>  <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:WK cl.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wWAgR_A8-Yc]]  
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  |5. " valign="top" align="center" |<U>[[Assign jobs|'''5.Assign jobs''']]</U>  <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wWAgR_A8-Yc]]  
  
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  |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:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]]
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  |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]]
 
   
 
   
 
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  |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:YT client.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
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  |7. " valign="top" align="center" |<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/QDAQdYh1wPI]]
 
   
 
   
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  |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:YT client.png|60px|link=https://youtu.be/ZMyuJySmyys]]  
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  |8. " valign="top" align="center" |<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/ZMyuJySmyys]]  
  
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  |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:YT client.png|60px|link=https://youtu.be/WRZJHb9njeI]]  
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  |9. " valign="top" align="center" |<U>[[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreating quotes]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/WRZJHb9njeI]]  
 
   
 
   
 
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  |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:YT client.png|60px|link=https://youtu.be/-7G5FaHQ31Y]]  
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  |10. " valign="top" align="center" |<U>[[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/-7G5FaHQ31Y]]  
  
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  |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:YT client.png|60px|link=https://youtu.be/X5e4Raf8IqY]]  
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  |11. " valign="top" align="center" |<U>[[Export data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/X5e4Raf8IqY]]  
  
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  |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:YT client.png|60px|link=https://youtu.be/EFSjwviYtz8]]  
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  |12. " valign="top" align="center" |<U>[[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/EFSjwviYtz8]]  
 
   
 
   
 
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  |13. " valign="top" align="center" |<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/8bfp3W83-mk]]
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  |13. " valign="top" align="center" |<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/8bfp3W83-mk]]
  
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  |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:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
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  |14. " valign="top" align="center" |<U>[[Customization|'''14.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]]  
  
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  |15. " valign="top" align="center" |<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/hONidYnoW7M]]  
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  |15. " valign="top" align="center" |<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/hONidYnoW7M]]  
 
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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:YT client.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
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  | " valign="top" align="center" width="300"  | ''' Taxes''' <br> <br> [[File:1ag.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
 
   
 
   
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| " valign="top" align="center" width="300" |  ''' Project templates''' <br> <br> [[File:WK cl.png|60px|link=Project templates]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
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| " valign="top" align="center" width="300" |  ''' Project templates''' <br> <br> [[File:1ag.png|60px|link=Project templates]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
  
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  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:WK cl.png|60px|link=Create job tenders]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
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  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:1ag.png|60px|link=Create job tenders]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
  
 
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  | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=SmartCAT integration]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]]
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  | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:1ag.png|60px|link=SmartCAT integration]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]]
  
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  | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=MemoQ integration]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/n5pBiy1IJDI]]  
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  | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:1ag.png|60px|link=MemoQ integration]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/n5pBiy1IJDI]]  
  
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  | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=TQAuditor integration]]  [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]
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  | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:1ag.png|60px|link=TQAuditor integration]]  [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/F0fmYK3hF4Q]]
  
 
|- style="height:100px"
 
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  | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:WK cl.png|60px|link=Import vendors from Excel]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
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  | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
  
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  | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:WK cl.png|60px|link=Import clients from Excel]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/9oFngi3mXEc]]  
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  | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/9oFngi3mXEc]]  
  
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  | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link=Project details, Workflow tab]]  [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
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  | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]]  [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
  
 
|- style="height:100px"
 
|- style="height:100px"
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  | " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:WK cl.png|60px|link=Common notes]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=]]
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  | " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:1ag.png|60px|link=Common notes]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=]]
  
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  | " valign="top" align="center" |'''''' <br><br> [[File:WK cl.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]]  
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  | " valign="top" align="center" |'''''' <br><br> [[File:1ag.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]]  
  
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  | " valign="top" align="center" |'''''' <br><br> [[File:WK cl.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]]  
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  | " valign="top" align="center" |'''''' <br><br> [[File:1ag.png|60px|link=]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]]  
  
 
  |}
 
  |}

Revision as of 11:36, 12 June 2020

For a brief system overview, please check this video: YT client.png

All the icons are clickable

1.Create Account

1ag.pngEmpty square.jpg YT client.png 		2.Create/import clients

1ag.pngEmpty square.jpg YT client.png 		3.Create/import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg YT client.png
4.Create project

1ag.png Empty square.jpg YT client.png 		5.Assign jobs
(for Enterprise version)
1ag.pngEmpty square.jpg YT client.png 		6.Issue invoices

1ag.pngEmpty square.jpgYT client.png
7.Record payments

1ag.pngEmpty square.jpgYT client.png 		8.Generate reports

1ag.pngEmpty square.jpgYT client.png 		9.Quotes

1ag.pngEmpty square.jpgYT client.png
10.Filters and search

1ag.pngEmpty square.jpgYT client.png 		11.Export data

1ag.png Empty square.jpgYT client.png 		12.Alerts and notifications

1ag.pngEmpty square.jpg YT client.png
13.Managers and access
(for Enterprise version)
1ag.pngEmpty square.jpgYT client.png 		14.Customization

1ag.pngEmpty square.jpg YT client.png 		15.Licenses
(for Enterprise version)
1ag.png Empty square.jpg YT client.png


For the Vendor Quick start guide click here..png For the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png is being edited
Taxes

1ag.png Empty square.jpg YT client.png 		Project templates

1ag.png Empty square.jpg YT client.png 		Tenders

1ag.png Empty square.jpg YT client.png
SmartCat integration

1ag.png Empty square.jpg YT client.png 		memoQ integration

1ag.png Empty square.jpg YT client.png 		TQ Auditor integration

1ag.png Empty square.jpgYT client.png
Import vendors

1ag.png Empty square.jpg YT client.png 		Import clients

1ag.png Empty square.jpg YT client.png 		Workflow

1ag.png Empty square.jpgYT client.png
Common notes

1ag.png Empty square.jpg YT client.png 		'

1ag.png Empty square.jpg YT client.png 		'

1ag.png Empty square.jpg YT client.png

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