How to View Client Project Dates on Dubsado
Depending on the way you provide services, we may have set up "Project Start Dates" within your Dubsado Account. This means that your client is responsible for selecting and agreeing to a specified start date & perhaps, you have Workflow steps that trigger based on that Start Date.
If you ever need to look into a client start date, you can do so via the Projects Tab
All of your project start dates can be found within the Projects Tab. Should you wish to modify a Client's Start Date, simply select the Client from your Projects list & Click to modify their Start and/or End Date (just below their project title)
DID ANYTHING COME UP FOR YOU THROUGHOUT THE TRAINING?
Make a Post in our
Community!
I'll be glad to answer your questions and hopefully,
others can learn something new as well!
Don't have any questions? No problem! Let's chat
about what you liked most about this lesson :)
댓글