Understanding the structure

This project management tool is built around 6 databases:

• Projects, Tasks, Clients, Milestones, Team Members, and Meeting Notes.

Each database is designed to solve daily challenges when handling one or multiple projects.

Getting Started: creating an project

1. Go to Projects and create a project
   1. Clico on the button “New Project”.
   2. Add Start Date, End Date, and Owner.
   3. Now, you should be able to manage any task, milestone or meeting from that same project page (e.g. Project 1).

Creating Clients

In a company, projects may be internal or for clients. Therefore, if you want to create a client and link it to a project:

1. Go to Clients
   1. Click on the button “New Client”.
   2. Add Industry, Size, Contact Person and Location.
   3. Link it to the project of your choice.

And we are set! Enjoy using the tool 😊