Skylight gives you the ability to create new projects from many locations across the app. The quickest way of creating a new project is from your dashboard's 'My Projects' widget or from the main navigation menu on the left of the screen. All these options will give you the 'Project' Add Form as shown in […]
Skylights document management solution gives you unprecedented control over all your important files. With Skylight you have a full business management solution out of the box, with project management, billing and task system that can also log time.
You can create a new task from virtually anywhere in Skylight. From your dashboard 'Tasks' widget, or when inside a project, or when on 'Contacts', as well as from the main navigation menu.
How do you organise your tasks in an order you would like them in? or how about organising on a task list?
Lets face it we all love making list of this and that, we have you covered when it comes to Task Lists. In Skylight you can create task lists on projects, and group, drag and drop tasks to reorganise them in order.
Manage teams and tasks within the Project View. How to see which tasks are assigned to you, your team, and organize project's to-do list.
Tasks in Skylight are a great organisational tool, by providing you a perfect solution to assign Tasks to a team member, link the task to a project, a stage, or a milestone, add files to them, add comments, bill against time, and relate them to a specific client.
Working with Project Task view, in this tutorial will explain how to create a task from the project' task view.
Custom fields are used in projects, contacts and are also available when filtering list of records. These are useful in case you need a specific field to enter values that can not be entered into existing fields for project or a contact record. You can also rename custom fields titles as per your requirements. Editing […]