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While jobs can span across several days, if you are dealing with long-term projects that involve intricate work assignments and specific invoicing requirements, it may be beneficial to utilize the Project record. This approach helps you manage initiatives that extend over a longer timeframe and encompass multiple tasks assigned to them. To enable Projects or learn more, visit the Project Management article.

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Creating a Project

To create a project, begin by selecting the Work tab from the bottom menu. Then select Projects. Untitled step To organize your existing projects, select from the menu at the top of the screen ( All, Open, Closed, Unassigned, By Status). Additionally, sort between Team Projects and My Projects using the arrows. To create a new project, click Create New. 6689053-projects-mobile-app screenshot 2 Now you can fill in the details of your project. To learn more about filling in these details, read the Project Management article. 6689053-projects-mobile-app screenshot 3 After completing and saving your new project, you can view the project record. On this page, you can change the project status and track your progress using the completion percentage slider to indicate your current completion level. 6689053-projects-mobile-app screenshot 4 From this page, you can also:
  • View and edit all the details you just entered
  • Add comments
  • Add jobs or subtasks
  • Create estimates and invoices
  • Attach files
  • Track employee timesheets
  • And more!
Click Actions to perform any of these actions, or select any of these actions from the tabs at the top of the screen.

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Video Tutorial

Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
This article also relates to: Projects