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Creating Projects

Projects are the core of PayTrack. They help you organize work, track payments, and manage deadlines.

Creating a New Project

Section titled “Creating a New Project”
  1. Navigate to Projects in the sidebar
  2. Click “New Project” button
  3. Fill in the required information:

Required Fields

Section titled “Required Fields”
  • Project Name - A descriptive name for your project
  • Client - Select an existing client or create a new one
  • Project Type - Choose the type of work (e.g., Web Design, Consulting, etc.)
  • Budget or Hourly Rate - Either set a fixed budget or hourly rate

Optional Fields

Section titled “Optional Fields”
  • Description - Additional details about the project
  • Tags - Organize projects with tags
  • Due Date - When the project should be completed
  • Status - Current project status
  1. Click “Create Project”

Managing Projects

Section titled “Managing Projects”

Viewing Projects

Section titled “Viewing Projects”
  • List View - See all projects in a table
  • Card View - Visual card layout
  • Filter - Filter by status, client, or tags
  • Search - Search projects by name or description

Editing Projects

Section titled “Editing Projects”
  1. Click on a project to open it
  2. Click “Edit” button
  3. Update any fields
  4. Click “Save Changes”

Project Status

Section titled “Project Status”

Projects can have different statuses:

  • Active - Currently in progress
  • Completed - Finished
  • On Hold - Temporarily paused
  • Cancelled - Cancelled project

Adding Payments

Section titled “Adding Payments”
  1. Open your project
  2. Navigate to the Payments section
  3. Click “Add Payment”
  4. Enter payment details:
    • Amount
    • Due date
    • Payment method
    • Notes
  5. Save the payment

Setting Up Payment Reminders

Section titled “Setting Up Payment Reminders”
  1. Go to Settings → Notifications
  2. Enable “Payment Reminders”
  3. Set your preferred reminder schedule
  4. You’ll receive alerts for overdue payments

Project Templates

Section titled “Project Templates”

Create project templates for common project types:

  1. Create a project with your standard settings
  2. Save it as a template
  3. Use the template for future projects

Best Practices

Section titled “Best Practices”
  • Use descriptive project names
  • Set realistic due dates
  • Add tags for easy organization
  • Keep project descriptions updated
  • Track all payments in one place
  • Set up payment reminders early
Section titled “Related Guides”