To create a new project: Go to Projects from the left-hand menu Click “New Project” at the top left 📝 Project Details...

By default, all project tasks are visible to all project members in Quotify CRM. If you want staff members to see only the tasks they're assigned to or following, you’ll need to...

If you frequently work on specific projects, you can pin them for faster access.Pinned projects appear on the bottom-left side of the admin menu for quick navigation. How to Pin a Project:...

To keep accurate records and ensure all project-related billing is properly tracked, it's recommended to generate invoices directly from the project area using the “Invoice Project” button located at t...

📂 How to View Project Timesheets Open the project from the Projects section Click on the Timesheets tab Here, you'll be able to: Vie...