Lesson Eight - Creating a project and adding some content

In the previous lesson we learnt how projects can be used to make your life easier, in this lesson we are going to create a new project, add some content to it and turn it into a document. We will also create an appointment.

To start with tap on the new project button.

Choose the customer and give the project a name.

Within the project screen there are four main areas:

The top bar: This gives you the ability to delete and complete a project, you can also view a complete breakdown of the project summary.

The Details: This includes the project title customer and basic financials

Action bar: This includes the button to Add new items to the project and the create button for new quotes, jobsheets or invoices.

Go back to lesson seven Introduction to projects or forward to lesson nine, Introduction to the diary and appointments.

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