How do I add new customers, tasks, projects and more to my shifts?

Created on:
June 3, 2022

To add a new customer, task, project or any other information relevant to your business, you need to navigate to the page Registers in the menu on the left and click on a register dedicated for the specific information you wish to add.

Then you click on + Add, fill in the form and press Save.

Registers_3.png

Exactly what information you need to fill in depends on the structure of the register.

Some of the registers are available in the system as standard (for example, Customer and Task). If you are missing a register you can add it in Register settings under ⚙️  by clicking + Add.

Registers_4.png

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