Recorded live walkthrough · 3:20 · English captions
Projects, Team Members and Assigned Tasks — Guided Video Walkthrough
Follow Projects, Team Members and Assigned Tasks in Proplix with genuine application footage, clear narration and checked English captions.
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Fictional training records. Feature availability depends on your plan, enabled modules, permissions and connected services. Private verification and provider authorisation are completed off screen.
Read the video transcript
Projects connect the customer with the team’s work. Enter a clear project name, select the landlord, choose the billing method, and set dates. Check the assigned members and notification options before saving. This training project does not send a customer email.
Project membership controls who can take part in the work. Add Sophie to this project and save the change. Then assign the task to her. Check the saved owner rather than assuming that a task automatically belongs to the person who created it.
Create a task with a clear action and due date. Link it to the project, assign the appropriate colleague, and check whether time should be billable. Saving the task makes the work visible to the team. Use the task record for its checklist, discussion, attachments and progress.
The project keeps its overview, tasks, timesheets, milestones, files and discussions together. Use the same customer relationship throughout. Expenses, contracts and notes remain available alongside the activity history, so the team can review the context before taking its next action.
Where to start
Workspace → Projects & Work → Projects → New Project
Before you begin
Sign in to the correct Proplix workspace with permission to use the relevant records. The walkthrough uses fictional demonstration records; choose the correct live record before making changes.
Follow these steps
- Open Projects and choose New Project.
- Select the customer, enter a clear project name and choose the billing type appropriate to the work.
- Review dates, members, progress and customer-visibility options. Check the notification choices before saving.
- Save the project, then check its overview, customer, dates and members. Use its task and timesheet sections to manage delivery.
Check the result
Save the project, then check its overview, customer, dates and members. Use its task and timesheet sections to manage delivery.
If something does not look right
If a control or record is missing, confirm the selected workspace, record context, enabled services and your permissions. Check the saved record and its activity history before repeating an action.
Useful next steps
- Plan staff access without per-user charges
- Request a module around your workflow
- Plan a rollout your team can follow
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.