Why create projects?

The "Projects" feature in Inverso is designed to help you organize your work more efficiently. Creating a project lets you:

  • Group invoices: All invoices related to a specific client or activity are in one place.
  • Manage tasks: You can track project progress with task lists.
  • Better reporting: Easily see the project's total amount and deadlines.
  • Professional image: An organized business inspires more trust in your clients.

How do I create a new project?

  1. Go to the "Projects" section from the main menu.
  2. Click the "New Project" button (top right).
  3. Fill in the basic details:
    • Project name: Enter a clear, descriptive name.
    • Description: Brief information about the project's purpose.
    • Select client: Link the project to a specific client from your list.
    • Status: Choose an initial status (for example, "Planned").
    • Deadline: Set the date by which the project must be completed.
  4. Click "Create" to save the project.

Once created, the project will appear on your Dashboard, where you can add tasks and invoices.