Dubsado Customizing a project Flow on Web | Page Flows

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00:00 Dashboard
00:05 Projects
00:39 Add tags

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Customizing a project 11 Screens

Customizing a project screenshot

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Dashboard

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Projects

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Customizing a project screenshot

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Customizing a project screenshot

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Customizing a project screenshot

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Customizing a project screenshot

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Customizing a project screenshot

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Customizing a project screenshot

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Add tags

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Customizing a project screenshot

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Adding a client 10 Screens

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Adding a client screenshot

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Adding a client screenshot

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Add client

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Enter name

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Client added

Adding a package 18 Screens

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Packages

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Add details

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Enter name

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Created

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Discounts

Adding a project source 8 Screens

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Sources

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Created

Adding an appointment 12 Screens

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Calendar

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Added

Adding expenses 12 Screens

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Transactions

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Added

Adding income 10 Screens

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Added

Changing password 9 Screens

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Settings

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Password updated

Creating a form 23 Screens

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Forms

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Save

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Saved

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Forms

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Save a copy

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Forms

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Create proposal

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Edit

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Creating a project 11 Screens

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Dashboard

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Projects

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Create new

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Creating a project screenshot

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Creating a project screenshot

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Creating a project screenshot

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Creating a project screenshot

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Creating a project screenshot

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Create

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Creating a task 10 Screens

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Tasks

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Add task

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Select user

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Task created

Creating a workflow 19 Screens

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Dashboard

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Workflows

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Create workflow

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Set name

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Edit workflow

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Add action

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Select days

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Overview

Creating new canned responses 11 Screens

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Save

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Deleting packages 11 Screens

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Packages

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Deleted

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Deleting project source 5 Screens

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Deleted

Deleting tasks 6 Screens

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Tasks

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Delete task

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Exporting data 13 Screens

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Export data

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Exported

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Transactions

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Export

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Exported

General browsing 160 Screens

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Search

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Inbox

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Settings

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Help center

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Help center categories

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Account menu

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Projects

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Create project

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Project created

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Email

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Projects

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Export data

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Exported

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Sources

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Created

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Invoices

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Error

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Calendar

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Added

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Tasks

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What are you working on?

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Start

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Stop

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Saved

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Created

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Chat support

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Related articles

Logging in 5 Screens

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Onboarding 23 Screens

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How did you hear about us?

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Settings 44 Screens

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Users

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Metrics

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Time tracking 8 Screens

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Select project

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What are you working on?

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Updating your profile 11 Screens

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Upgrading your account 6 Screens

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