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TAYO.pro Documentation

The Projects screen

Projects sorts your projects by status: each status opens its list.

The Projects screen: on the left, 1, the Client filter; 2, Dashboard; 3, Projects to handle; 4, Projects in progress, with the number of projects in each status; on the right, 5, the list of the On-site jobs to schedule status; at the top, 6, the + button to create a project.
  1. Client: keep only one client’s projects.
  2. Dashboard: the quick actions and the follow-up.
  3. Projects to handle: those waiting for you to act.
  4. Projects in progress: those moving forward with nothing for you to do for now.
  5. The list of the chosen status, with its search and its sorting; Open opens the project.
  6. +: create a project.

Good to know

Section titled “Good to know”
  • Projects that are done, canceled or whose request was declined are under Archived projects, at the bottom of the column.
  • What each status means: Project statuses.