Left menu > Projects
1. To access the Projects table, click on Projects in the left navigation bar.
2. To create a new project, click the New Project button. This will open the New Project window.
3. Here, enter the project name in the Project Name field.
4. Select the client for whom the project is being created using the Client dropdown list.
5. Set the access permissions for the project using the Access dropdown list.
6. Select the project's Due Date using the calendar.
7. Once the required selections are made, click the Confirm button.
8. To modify a project, click the three-dot icon on the project's row. This will display a list of options.
9. Select Edit.
10. This opens the Edit Project window, where all details of the selected project are displayed in an editable view.
11. Once the necessary changes are made, click the Confirm button.
12. To delete a project, click the three-dot icon on the project's row.
13. From the displayed options, click Delete. A confirmation window will appear.
14. To confirm, click the Confirm button.