Logo.png

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.