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.

1. Click “Filter” (represented by 3 lines in 3 red circle) to filter projects based on Status; All, Running or Pending.

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

1. 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.

1. 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).