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” (represented by + in red circle) to add a new project.
Click “Filter” (represented by 3 lines in 3 red circle) to filter projects based on Status; All, Running or Pending.
Enter keyword in the search box to find information.
Click the drop down arrow of the project to expand and do the following;
“Manage” button to get directed into the project.
“Edit” the details of the particular project.
Set “Reminder” to the particular project alone.
“Archive” the particular project.
User can go to the My Menu by clicking the Go to Menu icon (represent by 3 lines on the top right hand corner of the screen).
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