Overview

The Overview tab provides a general summary of the projects and appointments added to the system. User can view details of the latest entry with or without appointments. If there”s appointment, a date will appear below the “Date” column.

Key Functionalities

1. Search for a project using Date, Client name, Description, or Job site.

2. Click “Add Project” to add a new project.

1. Click “Filter” to projects based on Status; All, Running or Pending.

1. Manage columns using the “Settings” icon and select the columns to be displayed. Once selected, the settings will be automatically saved for current and future sessions.

1. Enter keyword in the search box to find information.

1. Under Action, user can click the ellipsis "⋮" of the project to;

• “Edit” the details of the particular project.

• Set “Reminder” to the particular project alone.

• “Archive” the particular project.

1. Click “Manage” button to get directed into the project.