Step-by-Step Guide to Creating and Managing Projects in Your Dashboard

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the sidebar menu on the left.
• Click on the Work link to view your work-related tasks and projects.
• Ensure you are on the Dashboard page to see your current status and updates.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar and locate the "Projects" option.
• Click on the "Projects" link to view your project details.
• Ensure you are on the dashboard to access the project overview effectively.
• After clicking, you will be directed to the project management section where you can manage your projects.

STEP 3: Click on "Add Project" to Begin Project Creation

• Navigate to the "Projects" page.
• Click on the Add Project link located at the top left of the project list.
• This action will initiate the project creation process.
• Ensure to fill in all required fields marked with an asterisk (*) in the next step.

STEP 4: Enter "Short Code" for the Project

• Click on the "Short Code" field in the project details form.
• Input a unique short code for the project (this is a required field).
• Ensure the short code is distinct to avoid confusion with other projects.
• Review other fields for completion before proceeding to the next step.

STEP 5: Enter "Project Name"

• Click on the "Project Name" field (highlighted in red).
• Enter the desired name for your project (this field is mandatory, indicated by the asterisk).
• Ensure the name is descriptive to reflect the project's purpose.
• Proceed to the next step by selecting the "Start Date."

STEP 6: Select "Start Date"

• Click on the "Start Date" field (marked with an asterisk) to initiate the date selection.
• Ensure to choose a valid start date for your project.
• After selecting the date, proceed to the next step by selecting the "Deadline" field.

STEP 7: Select "Deadline"

• Click on the "Deadline" field to open the date selection.
• Ensure to fill in the required information marked with an asterisk (*).
• Review other fields such as "Project Name," "Start Date," and "Department" for completeness.
• Proceed to the next step by clicking on "There is no project deadline" if applicable.

STEP 8: Click on "There is no project deadline"

• Click on the checkbox labeled "There is no project deadline" to indicate that the project does not have a deadline.
• Ensure that other required fields, such as Project Name and Start Date, are filled out before proceeding.
• Review the form for any additional optional inputs marked with an asterisk (*).

STEP 9: Click on "Project Category"

• Locate the "Project Category" section in the form.
• Click on the area to open the dropdown menu.
• Select the appropriate category from the list.
• Ensure all required fields marked with '*' are filled out.
• Proceed to the next step by selecting "Department."

STEP 10: Select "Department"

• Click on the "Department" dropdown to choose a department for the project.
• Ensure that you select a valid department from the list.
• This field is required; look for the asterisk (*) next to the label.
• After selection, proceed to the next step to add a client.

STEP 11: Click "Client" to Add Client Information

• Navigate to the "Client" section in the form.
• Click on the "Client" dropdown to view available options.
• Select the appropriate client from the list or enter a new client name.
• Ensure all required fields marked with an asterisk (*) are completed before proceeding.

STEP 12: Fill Project Summary

• Click on the "Project Summary" field to enter details about the project.
• Use the text editor to format your summary as needed.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review your input for clarity and completeness.

STEP 13: Click "Notes" to Add Contextual Information

• Locate the "Notes" section in the project details form.
• Click on the highlighted area to open the notes editor.
• Enter any relevant notes for context.
• Use formatting options as needed (bold, italic, etc.).
• Ensure all required fields are completed before proceeding.

STEP 14: Enable "Public Gantt Chart"

• Click on the Public Gantt Chart option in the project details form.
• Choose between Enable or Disable to set the Gantt chart visibility.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review your selections before moving to the next step.

STEP 15: Click to Enable "Public Task Board"

• Locate the "Public Task Board" section highlighted in red.
• Click on the "Enable" option to activate the Public Task Board feature.
• Ensure that the selection is saved before proceeding to the next step.
• Review other project details as needed.

STEP 16: Enable "Need Approval"

• Click on the "Need Approval" section highlighted in red.
• Choose between "Enable" or "Disable" options for project approval.
• Ensure all required fields in the form are filled out before proceeding.
• Review your selections before moving to the next step.

STEP 17: Click on "Create Public Project"

• Locate the "Create Public Project" option highlighted in red.
• Ensure that you have filled out all required fields above this section.
• Click on the "Create Public Project" area to enable this feature for your project.
• Review any additional settings related to public visibility before proceeding.

STEP 18: Click on "Add Project Members"

• Navigate to the "Add Project Members" section highlighted in red.
• This field is mandatory (indicated by the asterisk).
• Click to select members from the dropdown list.
• Ensure all required fields above are filled before proceeding.
• After adding members, continue to the next step by clicking "Other Details."

STEP 19: Click on "Other Details"

• Navigate to the "Other Details" section in the project form.
• Click on the highlighted "Other Details" link to expand or access additional information.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review the options available in this section for any additional inputs needed.

STEP 20: Click on "Add File"

• Navigate to the Other Details section.
• Click on the Add File area to upload a file.
• Ensure the file is selected from your device.
• Look for the Choose a file prompt to confirm the upload.
• Proceed to the next step by selecting the Currency option.

STEP 21: Select "Currency"

• Click on the "Currency" dropdown in the "Other Details" section.
• Choose the appropriate currency from the list.
• Ensure the selection aligns with your project requirements.
• Proceed to the next step by entering the "Project Budget."

STEP 22: Enter "Project Budget"

• Click on the "Project Budget" field highlighted in red.
• Input the budget amount for your project (e.g., 10000).
• Ensure the currency is set correctly above this field.
• Proceed to the next step by entering the "Hours Estimate (In Hours)".

STEP 23: Enter "Hours Estimate (In Hours)"

• Click on the "Hours Estimate (In Hours)" field to input your estimated hours for the project.
• Ensure to fill in the required field marked with an asterisk (*) for accurate project details.
• Review the project budget and other details before proceeding to the next step.

STEP 24: Click on "Allow manual time logs"

• Navigate to the "Other Details" section in the form.
• Locate the checkbox labeled "Allow manual time logs."
• Click on the checkbox to enable manual time logging for the project.
• Ensure that any other required fields are filled out before proceeding to the next step.

STEP 25: Click on "Enable Miroboard"

• Locate the "Enable Miroboard" checkbox in the "Other Details" section.
• Click on the checkbox to enable the Miroboard feature for your project.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• After enabling, continue to the next step to enable "Send task notification to client."

STEP 26: Enable "Send task notification to client"

• Action: Click on the checkbox labeled "Send task notification to client" to enable notifications for the client regarding task updates.
• Location: This option is found under the "Other Details" section of the project creation form.
• Required Inputs: Ensure all other mandatory fields marked with an asterisk (*) are filled out before proceeding.
• Next Step: After enabling the notification, click on the "Save" button to finalize your project settings.

STEP 27: Click on "Save" to Finalize Project Details

• Ensure all required fields marked with * are filled out.
• Review the project details, including budget and hours estimate.
• Click the Save button at the bottom of the form to save your project.
• If needed, you can also click Cancel to discard changes.