How do I manage projects?
In Tasks, click Projects, then New project. Pick the customer (or Internal project), name it, keep the tasks Alori suggests, and click Create.
A project groups the tasks and jobs that belong together, like a renovation or the maintenance season, with or without a customer. In Tasks, click Projects, then New project.
Also called: project, job site, renovation, group of tasks, projet, chantier, regrouper des tâches
Step 1: Start a new project
Click Tasks in the left menu, then Projects, then New project.
Click: Tasks › Projects › New project
Step 2: Say who it's for
Under Who is it for?, search the customer, or pick Internal project for your own business, like truck inventory or safety training.
Step 3: Say what it is
Under What is it?, type the Project name or tap an idea. Pick a Lead and a Target date if you like: This week, In 2 weeks, End of the month or Choose.
Step 4: Keep the suggested tasks and create
Under Alori suggests these tasks, untick what you don't want. Click Create with … tasks (or Create project). Then click Open the project or See its tasks.
Click: Create with … tasks › See its tasks
Step 5: Follow the project
On the project's page, set its state (Planned, Active or Done), the Customer, Lead and Target date. Progress shows how many tasks are done. Click Add a task to add more. Link a job, quote or invoice… brings in its jobs and money.
Click: Add a task
Good to know
The Projects list has tabs: Active, Planned, Done and All. Soonest target date first.
Tasks and dates can be changed in the project anytime.
In All, the Project filter shows one project's tasks.
You can ask Ask Alori: "start a project for the Benali renovation, due end of month".
If it doesn't work
"Move or delete its tasks, jobs, quotes and invoices first." A project with things in it can't be deleted. Move them out first.
"Give the project a name." Type a name before creating.
"This project is for another customer." Link only jobs, quotes and invoices of the project's customer.
No suggested tasks show. Alori suggests them once the project has a name. Wait a second, or add tasks after.