Projects are the cornerstone of all actions within Wiplist, you need a project set up to
start your estimate, planning and financial management phases. It acts as a centralised hub for tasks, estimates, timesheet data, purchase orders and expenses. From within a project you can determine the project type, manage all the project-related admin, track, monitor and report on the progress. Projects use the default settings in Companies to determine price tiers, templates, payment terms and tax rates.
Navigate to Projects, click on + New Project and a pop-up will display asking you enter the project name, labels, workflow, project team and the client. Don't worry you dont need to have all the details at this stage, you'll need a project name and client as a minimum to create the project, you can circle back at any point to update, add, or edit these details. At this point it will be assigned a project number with any client specific prefix, click Create Project and it will open, ready for you to start inputting data.
From this page you will be able to enter the overview, include start and due dates, update project owners, lead and members, and add labels to aid in future reporting.
You're now set to start creating estimates, task, milestone and other admin for your project.