How do I create Customers / Projects / Tasks?

Modified on Mon, 14 Nov, 2022 at 11:07 AM

How do I create Customers / Projects / Tasks?

Customers / projects / tasks can only be created by a user with manager permissions.

In ProperTime the hyrarchy is: A task is linked to a project which is linked to a customer.

Creating a new customer:

Go to Management > Data to report > Customers:

In this screen you will see a list of the organiztion's customers.
Press the "Add " button:

A new row will apear at the end of the customer list. Fill in the customer name and their location if needed.

Finally, press the "save" button.

Creating a new Project:

Go to Management > Data to report > Projects.

In this window you will see all the organization's projects and you can sort them by customers, active/not active projects.

To add a new project click on the "Add " button.

A new row will open at the bottom of the projects list. Enter the project's details and finally click the "save" button to add the project.

Creating a new task:
Go to Management > Data to report > Customers:

In this screen you will see all the organization's tasks. You can sort them by Customer/Project or by task groups. Chose the customer/project or task group you want to add the task to and click the "Add " button.

A new row will open up. Fill the tasks details and finally press the "save" button.

How do I create Customers / Projects / Tasks?

How do I create Customers / Projects / Tasks?

Creating a new customer:

Creating a new Project:

Creating a new task:Go to Management > Data to report > Customers:

Creating a new task:
Go to Management > Data to report > Customers: