Creating and Managing Projects

Projects are the central organizing folders in MyCrewTracker. Everything captured in Easy Desk must be tied to a Project.

1. Creating a New Project

From the Pro Mode dashboard, office administrators or project managers can spin up a new project workspace. This acts as the container for all future Daily Reports, Photos, and Change Orders related to that job.

1. Navigate to the Projects tab in Pro Mode.
2. Click New Project.
3. Enter the Project Name and Location.
4. Save the Project.

2. Managing Project Status

Once a project is completed, it should ideally be archived to prevent field crews from accidentally logging new documents to a closed job site.