Create or Edit Project

Project Actions

Update Project Properties

Save project detail, document metadata, checklist, and follow-up changes to the cloud.

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Project Detail

Create mode

Company Name Client PIC Phone Number Email Description Project Value Project Type Project Status Project Photo First Contact Time Project Deadline Internal PIC

Timeline

Progress Update

Latest Status Update

Last Update Time Latest Status Update

Movement

Status Actions

Current Preview

New Project

Project value will appear here.

Deadline will appear here.

Latest update will appear here.

Potential

Team chat

Mention someone from the list or type @ then their email or name. Long login IDs are shown as friendly names here.

Progress History

Project Update Progress

Newest first

Last Update Time	Updated By	Status Update	Actions
No progress updates yet.

Project Documents

Documents & Administrative Checklist

Stored in cloud

Document Type Notes

Document file (uploads one cloud row)

External link (adds a separate row — open/download uses URL only)

Paid Terms

Paid Term Inputs

No paid terms added yet.

Document	Type	Link	Status	Uploaded	Actions
No documents uploaded yet.

Technical Documents

Stored in cloud

Document Type Notes

Document file (uploads one cloud row)

External link (adds a separate row — open/download uses URL only)

Document	Type	Link	Status	Uploaded	Actions
No documents uploaded yet.

Project Follow-ups

Automatic Follow-up Alerts

Per-project GUI

Alert Type Reminder Schedule Reminder Date Last Follow-up Date Days After Last Follow-up Repeat Notify PIC Message Template

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