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The Project worksheet uses the same design as that of the Task worksheet and contains the header, and tabs at the bottom which control what you see in the main section.
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Project Header
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The Project header tells you the Project Number, the name of the project, and the status and Substatus (if applicable). Status and Substatus While you can view the project status and substatus, these can only be edited in AroFlo Office. |
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Project tabs
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The Project worksheet is broken up into four tabs. All tabs except for Overview will have a counter on them if there is information contained within them, e.g. if a note has been added or if documents have been uploaded.
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Overview
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The Project Overview is the primary tab and this gives you the main details of the project, such as the reference number, client name, customer order number, main contact, and project description.
Tap the Open in New icon
If the main contact has a phone number attached to them, there'll be an option to quick dial them. |
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(box with arrow) in the Client section to open up the Stages
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The Stages tab works much like the overview in the Project List.
Each stage will display the stage name as well as its substatus, if applicable. Tap the
Tap the Open in New icon |
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(down arrow) to expand the section and view the tasks associated with that stage. Tap it again to collapse the section.
More
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Tap the More tab to access Project Documents. Document Folders To display the folder structure for Project Documents, use the |
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Filter By option and select Project Only. See