Projects
Overview
Projects are the core of Workmax. They allow you to organize your work, track progress, and manage resources. In Workmax, a project is a collection of tasks, expenses, and time entries that are related to a specific goal or objective. You can create projects for different clients, departments, or initiatives, and assign team members to work on them.
Why Use Workmax Projects?
Workmax Projects offer the following benefits:
- Organization: Keep all client information in one place for easy access and reference.
- Collaboration: Assign team members to projects and track their progress.
- Efficiency: Streamline project management processes and track billable hours and expenses.
- Transparency: Keep clients informed about project progress and expenses.
Features
Workmax Projects offers the following features:
- Add a Project: Create a new project.
- Edit a Project: Modify an existing project.
- Delete a Project: Remove a project from your account.
- Add Team Members to a Project: Assign team members to work on a project.
- Remove Team Members from a Project: Remove team members from a project.
Examples
Here are some examples of how you can use projects in Workmax:
- Client Projects: Create projects for different clients to track billable hours and expenses.
- Department Projects: Assign team members to projects based on their department or role.
- Initiative Projects: Create projects for specific initiatives or campaigns to track progress and resources.
- Event Projects: Manage events by creating projects to track tasks, expenses, and time entries.