3. Using the platform
Great job! You are ready to use the application.
Firstly, register for an account by clicking the 'Create Your Account' button located on the landing page. Use a valid e-mail address, because the script will send an activation e-mail to the provided e-mail address to verify your that you have access to the e-mail account. Go to the inbox of the e-mail address and follow the link provided in the activation e-mail.
If that has been successfully done, you should be able to login to your newly created account.
You will have 4 sections: Dashboard, Contacts, Projects and Invoices.
In the 'Contacts' section. You can find all your personal contacts, your clients, the developers and other contacts. It really depends on how you categorize them.
You can add your first contact by using the 'Add New Contact' button located in the right part of the screen.
To understand the system, keep in mind that the contacts are other accounts created on the platform. You can search the account to be added as a contact by e-mail address. So for example, people you have in your subordinate need to have an account in order for you to add them as a contact.
Like in the 'Projects' and 'Invoices' sections, the contacts in the 'Contacts' sections have multiple actions. Contacts can be deleted, you can change the category of the contact, you can create an invoice for this contact directly from this section or you can add the contact to a project as a worker, especially for developer contacts.
Creating your first project works like adding a new contact, instead you have to complete some fields with details about the project. When the project is created, you will have multiple actions associated to it.
You can create tasks assigned to the project and complete them if they have been completed or re-activate them.
Contacts can be added as workers to the project. This will be displayed in the workers section, in the right planel box that can be opened with the project workers button.
Of course, projects can be edited or deleted.
Projects will display some useful informations about them. Completed tasks out of total tasks, workers count, deadline countdown time, project income and project tasks progress.
Invoices can be created for an existing contact or with custom details. Like the projects, they display useful informations about each of the invoice like invoice items, invoice items total value and due date.
Invoices can be deleted, edited or you can change their status to 'paid' from 'unpaid' and vice versa. Along these actions, you can open a right panel and manage the invoice items or add new items to it.