Getting Started
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Adding Time to Tickets ........................................................................................................... 179
Adding Expenses to Tickets ................................................................................................... 181
Adding Charges to Tickets ..................................................................................................... 182
Adding Service Calls to Tickets ............................................................................................. 183
Adding To-Dos to Tickets ....................................................................................................... 183
Adding Related Tickets ........................................................................................................... 184
Custom Fields, Attachments for Tickets ............................................................................... 184
Batch Actions for Tickets ....................................................................................................... 184
Unknown Tickets ..................................................................................................................... 185
Hardware Assets .............................................................................................................................. 186
Software Assets ............................................................................................................................... 187
Knowledgebase ............................................................................................................................... 188
Recurring Master Tickets ................................................................................................................ 189
Service Calls .................................................................................................................................... 191
Projects..................................................................................................................................................... 193
Projects Dashboard ......................................................................................................................... 193
Projects ............................................................................................................................................. 194
Creating a New Project ............................................................................................................ 195
Adding/Viewing Project Financials ........................................................................................ 196
Adding Related Opportunities to Projects ............................................................................ 197
Adding Expenses to Projects ................................................................................................. 197
Adding Charges to Projects ................................................................................................... 199
Receipts, Custom Fields, Attachments for Projects ............................................................ 200
Copy Projects ........................................................................................................................... 200
Tasks ................................................................................................................................................. 201
Using the Tasks Tab ................................................................................................................ 201
Adding Task Basics ................................................................................................................. 202
Scheduling Projects and Tasks .............................................................................................. 203
Adding Members to Tasks ...................................................................................................... 203
Adding Time to Tasks .............................................................................................................. 204
Adding Service Calls to Tasks ............................................................................................... 206
Adding Notes to Tasks ............................................................................................................ 207
Custom Fields, Attachments for Projects ............................................................................. 207
Adding Task Dependencies .................................................................................................... 207
Updating Tasks by Batch ........................................................................................................ 208
All Tasks ................................................................................................................................... 209
Resource Utilization ........................................................................................................................ 209
Multiple Projects Gantt .................................................................................................................... 210
Archived Projects ............................................................................................................................ 210
Template Projects ............................................................................................................................ 210
Inventory................................................................................................................................................... 213
Inventory Dashboard ....................................................................................................................... 213
Manage Products ............................................................................................................................. 214
Product Availability ......................................................................................................................... 216
Purchase Orders .............................................................................................................................. 217