Plutio

Leo Bassam

Overview of our awesome features and how to use them

Core Features

How to create a project

Create a project from a template

Save an existing project as a template

Rename projects

Delete a project

Duplicating project

Adding members (users) to a project

Customize project menu

Project statuses

Set a project's default landing page

Set project to active or inactive (archive)

Set a project budget

Set project color and icon (customize project)

Projects

Create a subtask

Create a task

Create a board

Change the order of tasks (ascending or descending)

Default reminder

Position of newly created tasks

Task page position (left, right, centered)

Task following rule

Set task group's color and cover (header)

Create a task group from a template

Create task group

Set board color and background

Embed project boards

Share project board publicly using a link

Create a board from a template

Make project tasks private or public

Create repeating tasks

Create a template from a task

Create tasks from a template

Email to task

Assign a task (delegate)

Tasks

Timesheet billing and cost rates

Manage timesheet categories

Start a timer (create a time entry)

Pause a timer

Stop a timer (complete a time entry)

Time tracker is not running

Timesheets (time tracking)

Getting started with financials

Getting started with invoices

Getting started with subscriptions

Edit a subscription

Split payments (installments)

Cancel a subscription

Delete an invoice

Create a subscription (recurring invoice)

Create an invoice

Invoice localization

Invoice numbers (#ID) format

Automatically send a receipt when payment is received

Default invoice due period

Setting payment methods

Financials

What are Proposals?

Proposal localization

Auto create an invoice from a proposal

Auto create a project from a proposal

Attach a contract to a proposal

Customizable proposal packages

Proposals

What are contracts?

How to create a contract

Contracts

What are contacts?

Setup company managers

User roles and permissions

Allowing people to signup/join workspace without an invite

Inviting people onto the workspace

Assigning a contact (person) to a company

Create a contact (person)

Create a company

Contacts

Connect Google calendar

Import Plutio calendar into third party calendars

Getting started with calendar

Calendar

Getting started with inbox

Direct messages

Project discussions

Channels

Messengers (chat widgets)

Create a messenger (live-chat widget)

Add messenger (chat widget) to core features

Embed a messenger

Chat widget triggers and parameter options

Messenger (live-chat widget) not showing when embedded on website

Plutio Chat Widget Integration With WordPress

Inbox

Connect custom domain name to a wiki

Wiki

Auto-fill Form Fields Using Query Parameters

Collect payment with a form

Embedding a form

Sharing a public link to a form

Delete a form

Create a form

Getting started with forms

Forms

Create a folder in a project

Data retention policy

Folder permissions

Getting started with files

File size limit and supported formats

Sharing a public folder

Deleting a file from a project

Commenting on a file

Delete a file

Delete a folder

Upload a file to a project

Create a document

Files

Templates

Hire an Expert

Status

Changelog

Find answers and get help from Intercom Support and Community Experts

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