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How to Edit Activities
Follow the steps below to Edit Activities Navigate to the Web Portal and login On the left-hand main menu, select Admin-> Activities Click on the 3 dot option and select Edit Update to save Related Articles How to Create Activities How to Export ...
How to Create Activities
This article will help you to setup Activities for the Project Project activities are the individual actions, and processes that need to be carried out to complete a specific project. Navigate to the Web Portal and login On the left-hand main menu, ...
How to Import Projects
Please follow the steps below to import Project lists Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the button for More Options Click on Import Data Choose Excel as your File Type Click on Browse ...
How to Import Work Centre
This article explains how to import Work Centre Navigate to the Web Portal and login On the left-hand main menu, select Admin->Work Centres Click on the button Click on Import Data Choose Excel as your File Type. Click on Browse and find your file. ...
How to Import Client List
This article will help you to import a client list Please follow the below steps to import a client list Navigate to the Web Portal and login On the left-hand main menu, select Contacts->Suppliers Click on the button Click on Import Data Choose Excel ...