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On the project card there are buttons located and here is the description of their functions.
In the lower left corner, on the frontpage of the project card we find a button called Actions and when clicking on this button a list of options will appear:
Actions:
- Edit project: Used to edit the project information
- Assign tasks: Used to add an existing tasks to the current project. Enter task number or name to start the search.
- Create task: Used to create a new unassigned task to the project.
- Create appointment: Used to create a new unassigned calendar appointment to the project.
- To template: Used to create a new gannt-template from the current projects gannt-tab. (it will copy the current gannt as a new template)
- Copy: Make a copy of the project
- Quickedit: Quickly edit some project fields
- Transfer to quotation: Attach this project to an offer/quotation
- Print: Print the project
- SMS: Send an SMS from the project
- To template: Create a template from the selected project
- Copy: Copy the project to a new project
- Save as PDF: Convert the project to a PDF
- Apply update filter: Use an update filter with the project
Other
- Invoice now: Used to invoice the current project - a new window will appear where the systems suggest the invoicing based on the invoicing set on the project when created.
- Close project: Used to close the project, when it is completed or cancelled.
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