Projects group related tasks and let you review their recorded time and financial settings together. The Projects & Tasks section becomes available after Yaware agents are installed and the account has collected the required users.
Open Projects & Tasks
- Open Projects & Tasks from the top navigation.
- On the Projects & Tasks page, click Add New Project.
Complete the project form
Enter the project details in the Add new project window:
- Title — required;
- Description — optional context about the project;
- Budget — the planned project amount;
- Rate — the rate used for financial calculations;
- Currency — the currency for the project budget and rates.
Click Save to create the project. Click Close to leave the form without creating it. After saving, confirm that the project appears in the project list.
Available project actions
The actions on the right side of a project row let you:
- add a new task to the project;
- edit the project;
- delete the project, if your account permissions allow it.
Hover over an action to display its tooltip before selecting it.
