Lets start off by creating your first client. Select the ‘Client’ tab, enter the name of your client, and click the ‘ADD CLIENT’ button.
Note: Once the client is created, you can edit their details – such as address, email and currency – by simply clicking the ‘Edit’ icon (marked in blue).
Now, lets set up your first project. Click the ‘Projects’ tab, enter the name of the project, choose your client, and click ‘ADD PROJECT’.
Note: You can edit the project to change the name, client, or add more team members.
After you’ve created your client and started your project, click the ‘Tasks’ tab, and start creating your task list.
Note: The tasks you create are for the project shown in the title. You can create tasks for a different project by clicking the drop down menu icon as shown: