Navigate to Projects: Access the "Properties" section from the main menu and select "Projects".
Why? This step brings you to the central hub for all project-related activities, allowing for easy management and oversight of various properties.
Create New Project:
Click on the "New Project" button.
Fill in all required fields, such as project name, location, and relevant dates.
Why? Creating a new project entry is crucial for tracking and managing property details, ensuring all information is centralised and accessible for various stakeholders.
Add Landlord Information:
Click on "Add or Select Landlord" to link a landlord to the project.
If the landlord is not already in the system, add a new contact.
Why? Associating a landlord with a project helps in maintaining clear records of ownership and responsibility, which is vital for communication and legal purposes.
Upload Images and Documents:
Attach images and relevant documents to the project entry.
Why? Uploading images and documents provides a visual and documentary reference that enhances the comprehensibility and retrievability of project information for all users.
Save the Project:
Click "Save" to add the project to your system.
Why? Saving the project details finalises the entry, ensuring that all data is recorded and can be tracked or referenced in future operations.