You can create new projects and choose various templates based on your requirements. To know the process, all you need to do is just follow the simple steps below.
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Projects" option on the Home screen.
Step2: In the projects section, you can find the Project Options button on the right side of the screen. Just click on it and you can see a few options available.
Step3: Click on the New Project option and you will be directed to a pop-up page where you can start creating your new project.
Step4: You need to fill in all the required details in the respective fields to complete the process of creating a new project.
Step5: After entering the details, click on the Create button below to complete the process.
Step6: After completing the process successfully, you can see the new project created successfully in the projects list.
Create Projects using Templates
You can create new projects using the existing project templates based on your requirements. To know the process, all you need to do is just follow the simple steps below.
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Projects" option on the Home screen.
Step2: In the projects section, you can find the Project Options button on the right side of the screen. Just click on it and you can see a few options available.
Step3: If you want to create a new project using templates then click on the Manage Template option as shown below.
Step4: After clicking on manage templates, you can find the list of available Templates where you can choose one template to create a new project as per your requirement.
Step5: If you select any one template from the list, then it will show the workflow of the template where you can use the template in your new project by just clicking on the Use Template button.
Step6: Finally you will arrive at a place where your selected template is chosen for the new project creation.
Difference between Internal/External Projects
There are a lot of differences between an internal project and an external project. In general terms, internal means the teams, projects, tasks, and works done inside an agency, and external means clients also be a part of the teams, projects, tasks, and works.
ClientVenue has created many features that provide users to manage both internal and external teams separately with access permissions and many other options. To know the process, all you need to do is just follow the simple steps below.
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Projects" option on the Home screen.
Step2: In the projects section, you can find the Project Options button on the right side of the screen. Just click on it and you can see a few options available.
Step3: Click on the New Project option and you will be directed to a pop-up page where you can start creating your new project.
Step4: Whenever you are creating a new project, if you enable the Client Project toggle then it will become the external project. If the client project toggle is in the OFF state then the project is an internal project.
Step5: You can only add clients to the external projects when the Client Project toggle is enabled. When the toggle is disabled then you can not add the clients to the project and the Add Client option will also be disabled.
