At Kraaft, we know that managing your project should be simple and fast. Thatās why completing the information for a project is done directly through conversations š¬
In this article, weāll show you how to complete this information by creating a conversation and how to easily adjust it when needed. Letās get started! šŖ
1. Create and complete the information for a new conversation
When you create a new conversation, you can fill in plenty of useful info for your project in just a few clicks:
Title: A clear title for your project, like āProject in Parisā or āRenovation of the Red Houseā š“
Location: Use the map to position your project š or enter an address manually, and boom, itās located!
Responsible: By default, itās you š, but you can change this if needed
Description: Add useful info for everyone, like access codes or special instructions for your project š
Categories: Choose the relevant category, like āGRDF Gasā or another type of work (customizable and modifiable options)
Status: Choose the projectās status, such as āIn Progressā, āOngoingā, or āCompleted - Pending Invoiceā š (customizable and modifiable options)
Tasks and Reports: Automatically add tasks or reports related to the project to avoid forgetting anything š
Itās quick, and it helps you organize your project from the get-go! šÆ
2. Modify the information for an existing conversation
No worries, if you want to modify info later, thatās possible too! Hereās how:
š» On the Web
Go to the Info tab on the right
Edit what you want: title, description, responsible person, location... with just one click āļø
š² On Mobile
Select the conversation š±
Tap on the title at the top to access the info and modify it. Itās that simple! ā
š Quick reminder: To modify certain info, youāll need to be an admin or have the necessary permissions as a standard or external guest š
Personalize the fields for a conversation
If you want even more flexibility, you can personalize the fields of your conversations! šØ This is possible from your computer:
Go to Settings āļø
Select Conversations
There, you can add new fields, like the date you received the quote or any other info you need š
For more, check out our article on how to ā¹ļø Customize conversations information!
Need more help? ā”ļø Contact support š¬