The project module revolves around projects in Microbizz as these can handle several activities and dependencies within,
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Projects is your tool to handle several activities which can be turned into tasks or calendar appointments and can be mapped by dependencies.
The essentials
Before you can start using the module, there is some configuration that needs to be in place.
The essential functions are:
- Work area
- Project type
- Project status
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The workarea is used for time registration on projects and tasks.
If you want to learn how to set these up - Read more here: (LINK THIS)
Project type
Project types is used to keep a track of different project types and their associated custom fields.
To create a new project type, go to settings > Project types > Create as shown below
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Next steps
Now that you have learned about the basics of the project module, and are familiar with configuring the essentialss, you are ready to create and manage projects. (link missing)