Search Knowledge Base Articles

  • Add New Project Status

    13/12/2024 10:39 AM
    By default WPS CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hook to fit for your needs....

  • Timesheets

    13/12/2024 10:40 AM
    Project timesheets are all star...

  • Timesheets

    13/12/2024 10:42 AM
    Project timesheets are all star...

  • New Project

    13/12/2024 10:44 AM
    To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Vis...

  • Invoicing Project

    13/12/2024 10:45 AM
    Invoicing project is recomended...

  • Disallow project members to see all project tasks

    13/12/2024 10:46 AM
    By the default all project related tasks are visible to all project members.If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks...

  • Pin Projects

    13/12/2024 10:49 AM
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  • Finance Overview

    13/12/2024 10:54 AM
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