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  • How to Access Your Project and tasks on ERP?


    Whenever you pay for a project or customization, the tasks are managed on our PMS (Project Management System). In this article, we will let you know how you as a customer can manage the project/tasks from their end.

    You can also see our video tutorial to know how you can access our PMS and manage your project.

    For the first project, our team provides access to the portal for which you receive an email like this.

    In this email, you can see the user name, portal access URL and the set password URL. The first thing you need to do is, click on the set password URL and create a new password.

    Reset Password PMS

    After login, you can see the home page. From, here you can navigate to your project by selecting the project option from the top right of the page like this:

    Homepage ERP

    Now, you will be redirected to the project dashboard where you can see all your projects like this.

    Project Dashboard

    After clicking on the project, you can see the tasks like this.

    task list

    After clicking on the task, you can check the task details. Like status, description, deadline and delivery date.

    task deatils

    You can also see the comments of the developer for the updates below the description of the task. Also, you can comment on the task by clicking on the new message.

    Message on task

    If you want to report an issue on the task then click on the ‘Raise an issue’ tab on the task.

    raise issue

    Now, you can enter the issue title, description, deadline, and priority of the issue and save it.

    Enter Issue information

    After, that you can see the number of open issues in the issue tab like this.

    Issues

    After clicking on the issue tab, you can see the list of open issues.

    issue list

    From here, you can click on an issue and see the details in the same way as you do for a task.

    Issue details

    In case you need more information, then please send an email to support@webkul.com or raise a ticket at our HelpDesk system.

     


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