How do I add, edit or remove Project Types?
MC Trade helps your manage and accomplish large projects through the use of Project Templates and Project Types. A Project Template is essentially a series of Tasks that must be completed in a certain order and by a certain date. When you create a Project Template, you also create the specific Tasks that must be accomplished to make that Project complete. Follow these steps to create Project Types.
1. Go to Admin > Manage Codes > Task Codes > Project Types.
2. Click New. The Selected Code text fields will empty.
Want some training on MC Trade? Sign up today for one of our upcoming training options.