A project allows you group files, comments, and tasks together. Projects can be used to help you organise any project work you have going on in your business.


To setup a project perform the following steps:


  1. Go to Projects
  2. Click the button 'New Project'
  3. Enter a name and description
  4. Enter the owner of the project, i.e. the user responsible for the project
  5. Enter the type of the project
  6. Enter the status of the project
  7. Enter the anticipated start date, and expected end date of the project
  8. Save project record by clicking the 'Save' button