Projects
Learn how to create and manage end-to-end life cycle of a Projects on WIZniche
14 articles
Getting Started with Projects
Learn how to get started with Projects in WIZniche
- Project: What Is a Project?One place to see every quote, job, invoice, and task for a big piece of work.
- Project: The Project List PageEverything on the Projects page: your totals, status tabs, columns, search, and export.
- Project: Permissions SettingsChoose who on your team can view or manage projects.
Creating & Managing Projects
Learn how to create and properly manage a Project in WIZniche
- Project: How to Create a ProjectThree ways to start a project: from the Projects page, an approved quote, or a won deal.
- Project: How to Edit or Delete a ProjectHow to change a project's details or remove a project you no longer need.
- Project: Understanding the Project PageA tour of the project screen: status, progress, customer, timeline, and tabs.
- Project: Understanding Project FinancesHow contract price, change orders, paid, and remaining amounts are worked out for you.
- Project: Linking Quotes, Jobs, Assessments, and InvoicesHow quotes, jobs, assessments, and invoices connect to a project and roll up into it.
- Project: Using the Overview CalendarSee every scheduled job, task, and assessment for a project on one calendar.
- Project: Managing Tasks in a ProjectUse tasks for quick to-dos on a project, and watch them move your progress bar.
- Project: Adding Notes and Messaging the CustomerLeave notes for your team and send messages to the customer from inside a project.
- Project: Tracking Progress and StatusHow the progress bar fills up, and how to move a project between statuses.
Projects on Dashboard & Client Hub
Learn how to view ongoing Projects on your Dashboard and learn about the customer experience for Projects in WIZniche