Managing project types

Project types can be added to better suit your business needs

Overview

This documentation covers the functionality of customizable project types within Ressio. Users can add new project types to better suit their business needs, enhancing the flexibility of project management.


Adding a Custom Project Type 0:00

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  • The project type dropdown in Ressio is customizable.

  • Default project types are pre-loaded, but users can add new types.

  • For example, if your business involves home care, you can create a project type for it.

  • Start typing in the dropdown; if no existing options match, you can create a new project type.

  • Confirm the creation of the new project type when prompted.

 

Link to Loom

https://loom.com/share/356ed1c37e3f446a917dfa77549867a8