Tag Archives: getting started

Getting Started – Creating your task list

Lets start off by creating your first client. Select the ‘Client’ tab, enter the name of your client, and click the ‘ADD CLIENT’ button.

invoice and task tracking

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).

task and invoice management

Now, lets set up your first project. Click the ‘Projects’ tab, enter the name of the project, choose your client, and click ‘ADD PROJECT’.

task management, invoice management

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.

task management, invoice management, new task creation

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:

task management, invoice management