- On the Project Card specify Name of the project, a short description of what you deliver (1) and, optionally, Customer and Contact Person (2), Estimated End Date (3) and Estimated Revenue (4).
If this is a new Customer and/or Contact person, you may want to create them manually. To create a new company or a contact, click the plus sign right next to the Customer/Contact Person field and a new card item will pop-up.
Each of the types has it’s own workflow.
To create you own types and workflows follow the instruction here.
Do you have questions? Our consultants have answers.
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