How to Add / Create New Project in Project App of Borg Desk Workplace ERP?
Step-by-Step Process
✅ Login to Borg Desk Workplace by using valid login credential
✅ Go to Project App From the Borg Desk App icon on right top, click on Project.
✅ Choose Manage Project from the left panel >>> Go to Plus (+) Sign on top to create New Project
Fill Out Following Details -
Project Name : Enter Title / Name of Project
Project Description : This allows to add detailed project description regarding project for team reference or for draft.
Customer : Search existing customer from dropdown
Deadline : Set deadline of project (Expected date of project completion)
Assignee : Select & Add People who are involved in this project (From Employee List Added in ERP)
Select Project Category : Search existing Project Category from dropdown ( Comes from Project category Master)
Click on "Add New Project" in the bottom right.
Project gets created successfully
Admin Did this page
help you?
LikeYes
DislikeNo
.png)