Working with Projects

In the Relancer System, all work revolves around projects. Within these projects, you can assign tasks, discuss ideas, attach files, make notes, and monitor time and expenses. #

Starting a Project #

1. Navigate to Projects.
2. Click on +Start a New Project.
3. Provide a name and description.
4. Assign a Label (e.g., NEW, IN PROGRESS).
5. Choose a Category for easy organization.
6. Select a Client Company.
7. Enable Tracking for time and expenses.
8. Click Create Project.

Inviting Participants to a Project #

1. Once the project is created, invite participants.
2. Add Team Members or Clients.
3. Input their name or email.
4. Enter a team name to invite multiple members.
5. Click Send Invitations.
6. Invitees will receive an email.

To modify the participants later, go to the project and click People > Invite/Manage People.

Components of a Project #

Each project consists of several tabs:

• Tasks: Track what needs to be done and deadlines.
• Discussions: Share ideas and comments.
• Files: Access attachments linked to tasks, comments, and notes.
• Notes: Collaborative text documents for tracking changes.
• Time: Monitor logged hours.
• Expenses: Track project costs.
• Activity: View all project updates.

Organizing Projects #

Manage multiple projects by:

• Switching between Grid or List view.
• Filtering projects by Client, Label, or Category.

Completing a Project #

1. Open the project.
2. Go to Options and select Complete.

Completed projects are accessible under Projects > Completed Projects.