Use these guides for the operational menu areas grouped under Work & Operations, including projects, tasks and support.
Each guide below is linked to the wider help centre so users can move naturally between related features.
Projects in the current build support more than a task list. The verified controller includes files, milestones, Kanban views, discussions, notes, timesheets, team members, export, invoice-project actions and a client-view mode.
Work & OperationsThe current grouped Work & Operations menu puts Tasks and Support together because they are core execution areas. Tasks sit in the admin controller, while Support is handled through the Tickets controller and related email processing.
Projects in the current build support more than a task list. The verified controller includes files, milestones, Kanban views, discussions, notes, timesheets, team members, export, invoice-project actions and a client-view mode.
The current grouped Work & Operations menu puts Tasks and Support together because they are core execution areas. Tasks sit in the admin controller, while Support is handled through the Tickets controller and related email processing.
Guides for Setup & Settings, Company & Utilities, reports, media, calendar, announcements, staff, roles, custom fields and related admin controls.
Guides for the verified CRM areas covering client records, contacts, lead handling and linked customer files in the audited build.
Source-audited guides for estimates, proposals, invoices, payments, expenses, credit notes, contracts and subscriptions.
Start here for the verified layout of the Proplix admin area, login flow, top navigation and the Setup & Settings structure used across the current application build.