How To: Create A Project

Utilizing PaidToday Projects

Title:
How To: Create A Project
Comments:
"With projects I have been able to book future jobs with total confidence knowing we will meet our deadlines - Owner"

Contents


    Open Projects Tab On Side Bar

    Directions:
    1. Click the Projects tab on the left side bar

    Click Projects Tab


    Click Create Project Button

    Directions:
    1. Click the Create Project Button (Top Right Of Screen)

    Click Create Project Button


    Add Project Details

    Directions:
    1. Enter Project Title
    2. Enter A Project Description
    3. Mark the project status as active (NOTE: Mark project as inactive if it is completed or no longer in use)

    Enter Project Details


    Add Project Members

    Directions:
    1. Click the dropdown on the add project members input field
    2. Choose your team members or connected contacts you wish to add to this project.

    Add Project Members


    Add Project Action

    Directions:
    1. Click the action input field
    2. Enter Action Title
    3. Press the enter key on your desktop keyboard or on your mobile keyboard. (This will save the new action)

    Enter Project Action


    View Project Action Details

    Directions:
    1. Click the on the action you wish to view (The action details pane will appear)
    2. On the action details pane, scroll up or down to see all action details.

    View Project Action Details

    Add Project Action Details

    Directions:
    1. Click the on the action assignee input field and assign the action to a member or contact
    2. Click on the calender input field and assign the due date
    3. Add any comments needed in the comments input field.
    4. Drag any files you wish to attach to the action in the file uploader box. (or click with in the uploader box to select a file)

    Add Project Action Details


    Move & Arrange Project Actions

    Directions:
    1. Click and drag the icon to the left of the action title
    2. Drag and drop the action in the desired position

    Move & Arrange Project Actions


    Share Project Action Via Link

    Directions:
    1. When viewing action details click the link button on the top right of the action details pane (your share link will be copied to your clipboard)
    2. Paste the link to where ever you wish to share it

    Share Project Action Via Link


    Mark An Action As Completed

    Directions:
    1. Click the circle check button to the left of the action title
    2. (Alternatively) - You may also mark an action complete from with in the action details pane by clicking the mark complete button.

    Mark An Action As Completed


    View Completed Project Actions

    Directions:
    1. Click the show completed actions button

    Notes: When this button is active you will see all completed actions in the actions list if there is any. They will show a green circle check and have a line through the action title. Toggle this button on or off at any time.

    View Completed Project Actions


    View All Projects

    Directions:
    1. Click the project card you wish to view

    View Project


    How To Create A Project - Watch How It's Done!

    Directions:
    1. Open Video in full screen for optimal viewing.

    How To Create A Project - Watch How It's Done!