Knowledgebase
Create a New Project
Posted by Mark Zedwick on 01 September 2016 01:43 PM

Create a New Project

Description:

Anytime you need to track information on a location, a customer, a job, or project, they will be referred to here as a project. Creating a project is the first step in everything you do in Job-Dox.

Process:

  • First, open up the Job-Dox website and make sure you are logged in. Once you are looking at the job dashboard, click on the "New Project" button in the top left corner.
  • This will open up the new project window.
  • There is a variety of information that can be filled in here, but not all of it is required. The first step is to select what type of project this is. The list of available Project Types will be determined by your company and the type of work it does. One of the options may already be selected by default, as shown in our example, but only one Project Type can be selected.
  • Next, you need to indicate what types or work you will be doing on this project. Again, this list is determined by your company. One or more work types may be selected, but at least one is required.
  • Lastly comes the project information. Job-Dox is heavily location based and uses the location of the project to do several different types of calculations. Before you can save, a City, State and ZIP will be required to support these calculations. If you choose to only enter a zip code though, it will look up that zip code and ask you to confirm the city it found.
  • You will also need to ensure that you give a project name of at least three characters in length.
  • Now you can click the "Save" button at the bottom. If there are errors in saving your project, it should tell you why it was unable to save. If you have trouble creating a project, or errors with the zip code lookup, please contact support@job-dox.com. Screen shots of the project details you are trying to submit will help us determine and solve any issues you may be having more quickly.

Validate:

If the project saved correctly, it will open automatically and you can start adding documentation, notes, or contacts to the project.

 

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