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  • Table of Contents

User's Guide

View printable version of this manual

Table of Contents

  1. Welcome
  2. Logging In
  3. Your Profile
  4. Interface
  5. Dashboard
    1. Welcome Message
  6. Managing People
  7. Roles and Permissions
  8. Assignments
  9. Managing Projects
    1. Groups and Clients
    2. Quickly Accessing Projects
    3. Creating a New Project
    4. Project Statuses
  10. Working on a Project
    1. Overview
    2. Checklists
    3. Calendar
    4. Milestones
      • Creating a Milestone
      • Rescheduling Milestones
    5. Files
      • Uploading Files
      • File Versions
      • Categories
    6. Discussions
      • Starting a Discussion
      • Categories
    7. Tickets
      • Creating a Ticket
      • Categories
    8. Time
      • Tracking Time
      • Reports
    9. Pages
      • Organization of Pages
      • Reordering Pages
      • Creating a Page
      • Versioning
    10. Source
      • Creating a Repository
      • Browse Code and Commit History
      • Commit Messages
    11. People
      • Adding People
    12. Email Notifications
      • Subscriptions
      • When are Notifications Sent?
      • Incoming Mail
    13. Exporting a Project
  11. Status
  12. Invoicing
    1. Creating an Invoice
      • Manually
      • Based on the Time Report
      • Based on the Ticket
    2. Issuing an Invoice
    3. Tracking payments
    4. Duplicating an Invoice
  13. Documents

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