- Basics
- Self-onboarding
- Product updates
- Dashboard
-
Projects
- Video: Project Management Flow
- Video: Projects
- Video: Gantt Chart
- Best practices: Project management (time)
- Best practices: Project management (money)
- Video: Scope a project by creating a quote
- Project list
- Video: Create a project plan from a template
- Video: 3 ways to plan a project in Scoro
- Video: Project view in Scoro
- Video: Create a project plan from a quote
- Project view
- Adding and modifying projects
- Roles and role-based prices
- Turning a quote into a project
- Turning quote subheadings into project phases
- Managing vacations in Scoro
- Linking an activity to a project
- Project on each document line
- Gantt chart
- Project timeline
- Quoted vs Actual table
- Linking bills and expenses with quote lines
- Project templates
- Project estimated duration
- Project budget
- Revenue tracking
- Best practices: Most used reports for project management
- Video: Track project time usage and progress
- Video: Manage internal and external costs
- Calendar
- Tasks
- Planner
- Contacts
- Customer portal
- Quotes
- Orders
- Invoices
- Expenses
- Purchase orders
- Bills
- Budgets
- Marketing
- News Feed
- Files
- Media
- Reports
- Administration
- Integrations
- Settings
- Import/Export
- Help Center
- Knowledge base
- Projects
- Video: Create a project plan from a template
Video: Create a project plan from a template
In this video, you'll learn how to automate the planning process of recurring projects by using templates In Scoro.
471
Can't find what you're looking for?
E-mail us
Request a call-back
UK: +44 20 8152 9070
US: +1 332-282-5288
US: +1 332-282-5288