Projects

Manage Projects

To manage Projects, click Projects from left sidebar. After that a project lists will appear with filter option, from here you can add, edit and delete lead.

If a project has record like task/ticket, it will not allow to delete.

Add new project

You can add a project for customer, product or for in house. You can add members for individual project. The team members you will select, only they will be appeared in member lists while you create a task for the specific project.

If you check for email only that time the team members will get a mail after creating a project

Edit project

You can update customer, project type, add members and other information

If you check for email only that time the team members will get a mail after creating a project