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Manage projects

1. Creating a client project​

Steps to Create a Client Project

Step 1: Navigate to the Projects Section within the desired client and click the New Project button.

Project Section

Step 2: Enter Project Details

Fill in the required fields, including:

-Title
-Project Template and Finding Project Template (⚠️ If not set correctly, exporting reports to PDF and DOCX will not work).
-Project Duration – Select a date range by clicking the starting date, then dragging the mouse and clicking the ending date.

Select Range

-Select Tags:Choose the relevant tags for the project. If a tag is not found, you can create a new one by pressing ENTER.

Select TagCreate Tag

-Select industry by the dropdown menu. -Once you select the industry, a subindustry field will show up where you can select a more specific industry.

Select IndustrySelect Subindustry

Step 3: Click the Save button to create the client project.

Create Project

2. Updating a project​

Step 1: Go to the Project Section and find the desired project.

Step 2: Click on the project's row in the table,and navigate to the Details tab

Step 3: Update the necessary fields, click Save to store the changes.

Update Project

2. Deleting a project​

Step 1: In the Details tab, click the Delete button.

Step 2: A confirmation popup will appear, as shown in the image below:

Delete Project

Step 3: Click Yes to confirm the deletion or Cancel to abort the action.