OverviewUser HierarchyDepartments / TitlesUsersCreating a Department / Title / UserWork HierarchyClients / Projects / TasksCreating a Client / Project / TaskWorking with ListsTime SheetsNon-working TimeHolidaysRevenue / RatesReportingReporting AccessRolesCreating a RoleSecurity LevelsReference FieldsCustomizing Your Instance
Creating a Client / Project / Task
- Click on Clients / Projects / Tasks from the left navigation
- a. If you don't see this option, contact your organization's admin to assign you the correct role.
- Click on New in the top right corner
- Fill out the required fields and hit submit