How to Create, Edit and Delete a Project?

Left menu > Projects

1. To access the Projects table, click on Projects in the left navigation bar.

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2. To create a new project, click the New Project button. This will open the New Project window.

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3. Here, enter the project name in the Project Name field.

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4. Select the client for whom the project is being created using the Client dropdown list.

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5. Set the access permissions for the project using the Access dropdown list.

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6. Select the project's Due Date using the calendar.
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7. Once the required selections are made, click the Confirm button.

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8. To modify a project, click the three-dot icon on the project's row. This will display a list of options.

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9. Select Edit.

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10. This opens the Edit Project window, where all details of the selected project are displayed in an editable view.

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11. Once the necessary changes are made, click the Confirm button.

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12. To delete a project, click the three-dot icon on the project's row.

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13. From the displayed options, click Delete. A confirmation window will appear.

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14. To confirm, click the Confirm button.

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