| The Project worksheet uses a similar 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. |  |
|
Project Header
|
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. |
 |
|
Project tabs
| 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. |  |
|
Overview
|
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. Custom fields If your project contains custom fields, these will display as read-only fields at the bottom. Edit these in AroFlo Office by editing the project. |
 |
|
(box with arrow) in the Client section to open up the Stages
|
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 |
 |
|
(down arrow) to expand the section and view the tasks associated with that stage. Tap it again to collapse the section.
More
|
Tap the More tab to access Project Documents. This shows files that have been uploaded to the project itself, and also to tasks and quotes linked to this project. Document Filter Use the Document Folders To display the folder structure for Project Documents, use the Adding files to Projects Documents and Photos for Projects are read- only and can only be uploaded using AroFlo Office. See Edit a Project. |
 |
|
Filter By option to toggle between files that have been uploaded to the project itself, files that have been uploaded to tasks and quotes linked to this project, or all files in the project.