In the Top Banner, you see the following details: - The logo of the client/prospect company you are working - Name of the Project - The hyperlink allows you: - to change some details and see the external stakeholders attached to this opportunity/deal - Value: the value of the deal - This comes from your CRM if the CRM is sync'ed - Or it can be overwritten manually - Target date: The targeted close date of the project: - This comes from your CRM if the CRM is...

Adding a New Task into a live project

You can also start a project from scratch! - On the bottom right corner of the screen you will see a floating button with a "+" and if you have set up the integration to your CRM will also see the logo for Salesforce / Hubspot - Click on either of these button - A list of your opportunities will appear - Select your opportunity - Select "Create Project from Scratch" - A new window will open - Follow the instructions - Your project will now be created!

There are 2 ways to open a project. - In a modal: - For this you, the only this you have to do is to click on the Project name and the modal will open. - In a new tab: - Click on the "..." button - Choose "Open in a new tab"

Easy, peasy! - On the bottom right corner of the screen you will see a floating button with a + and if you have set up the integration to your CRM will also see the logo for Salesforce / Hubspot - Select Your CRM logo - A list of your opportunities will appear - Select your opportunity - Select next and a list of the templates available on your platform will appear - Select the template you wish to use, the row will highlight in green - Select next - Your project wil...