Dcoumentation



How to manage projects

Add, edit and delete cases from Cases.  

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Adding Cases 

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    Go to Cases > Add Case 

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    Name the case 

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    Cases number is automatically generated but you can specify your own if you'd like 

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    Pick a client or add an existing one from "Add a new client" right below the field 

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    Choose a Practice Area to help you organize and find your cases easier 

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    Specify a Staff from your members or add a new member 

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    Provide some description (optional) to explain what the case is about 

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Editing and Deleting Cases 

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You can edit task under Cases, clicking on the cog and selecting Edit to make changes or Delete to remove a case. 


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