2_Overview


The layoutimage.png

Divided into four sections, the Overview page has a couple of key functions.


  1. This project header loads from the root folder name in a project file structure
  2. This image is the project thumbnail and shows up when you load a job from the Open Job button.
  3. Here, you can add users to project assignments. You can use just first names or first/last name combos. Names are comma-separated like NameA, NameB.
  4. This Project Tasks section is for basic project tasks or reminders—freeform "reminders" to do stuff. There are no rules for what goes here. This section helps track the broad-stroke "need to remember to do this thing" stuff.

Project thumbnail image

To load a thumbnail, click on the general area and browse to an image on your computer.

Click Load
image.png image.png

Project tasks

1.00

In Project Tasks, you can toggle completed tasks, assign users, toggle a priority state, or attach notes with more information.

1.00