Caction

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Version 1.0
Created: 20 June 2024
Updated: 20 June 2024

How to Add New Project?

Navigate to the section by clicking it.

Mobile Version

  1. At the mobile app’s navigation bar, go to Customer.

    Add New Project Mobile Step 1

  2. Click on the Customer that needs to create a new project.

    Add New Project Mobile Step 2

  3. Click on the “+” button.

    Add New Project Mobile Step 3

    *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Project.

  4. Click the “Add Project” icon to add a new project for the customer.

    Add New Project Mobile Step 4

  5. Fill out the details of the new project.

    Field Description
    Category Classifies the project type.
    Status Indicates the current status of the project.
    Start Date The date when the project is planned to start.
    End Date The date when the project is planned to end.
    Title A short title for the project.
    Description Detailed description of the project.
    Assigned To The user responsible for managing this project.
    Reminder Set a reminder for the project.
    Asset Any asset registered in the system associated with the project.
    Final Supporting Documents Upload final supporting documents for the project.
    Product/Services Select the products or services involved in the project.

    Add New Project Mobile Step 5

  6. Click the “tick” icon to save the project.

    Add New Project Mobile Step 6

  7. The new project has been saved successfully when this prompt appears.

    Add New Project Mobile Step 7



Desktop Version

  1. At the desktop site’s navigation bar, go to Business Management > Customer List.
    Add New Project Here: https://system.caction.com/customers

    Add New Project Step 1

  2. Remember to use the filter bar to search for the desired customer before clicking the expand button.

    Add New Project Step 2

  3. Click on the “+” button.

    Add New Project Step 3

    *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Project.

  4. Click on the “New Project” button to add a new project for the customer.

    Add New Project Step 4

  5. Fill out the details of the new project.

    Field Description
    Category Classifies the project type.
    Status Indicates the current status of the project.
    Start Date The date when the project is planned to start.
    End Date The date when the project is planned to end.
    Title A short title for the project.
    Description Detailed description of the project.
    Reminder Set a reminder for the project.
    Asset ID Any asset registered in the system associated with the project.
    Assigned To The user responsible for managing this project.
    Final Supporting Documents Upload final supporting documents for the project.
    Product/Services Select the products or services involved in the project.

    Add New Project Step 5

  6. Click on the “Save Project” button.

    Add New Project Step 6

  7. Click “OK” and the new project has been saved successfully.

    Add New Project Step 7




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