How to create a project in X-Pro from an existing project?
Overview X-Pro allows you to create a new project by copying an existing one. This helps save time and ensures consistency by reusing project details, settings, and configurations. Steps to Create a Project from an Existing Project Go to the Projects Dashboard and select an Existing Project On the selected project page, on the right-hand side,Some readersHow to create a project in X-Pro from scratch?
Overview X-Pro allows you to create a new project from scratch by entering project details and starting project management directly within the platform. Steps to Create a Project from Scratch From the X-PRO Dashboard, click on the Create button to get started. After clicking the Create button, a dialog box will appear. Select the StartSome readersHow to create an Event?
Overview The Events feature allows you to create and manage events by entering the required details within the platform. Steps to Create an Event Navigate to the X-Pro Dashboard and open your project. Select Create Event to add a new event for this project. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/rwewe98p3zx.pngFew readersHow to generate invoices in X-Pro?
Overview X-Pro allows you to generate invoices directly from the platform by selecting the required project or event and configuring invoice details. Steps to Generate an Invoice in X-Pro From the Dashboard, click the X-Pro button, select Invoices. Once you select Invoices, a new window will open. Choose Create Invoice. (https://stoFew readersWhere I can view X-Pro Project activity logs?
Introduction The Activity Logs feature in X-Pro allows you to monitor all actions and updates related to your project. This is especially helpful for tracking changes and maintaining transparency. Accessing Activity Logs. Go to the X-Pro Dashboard and click on the project name for which you want to view the activities. Once you click on it, will lead you to the X-PRO projecFew readersHow to Add Attachments in X-Pro project?
To upload an Attachment, Go inside the X-pro Project's and click on Attachments option. Once you click the Attachments button, you will be redirected to a page where you can upload an attachment or simply drag and drop files.Few readersHow to import Task Template?
To import a task, click on the Tasks button from the X-PRO Project's Dashboard. Once you click the Task button, click Add Task Template to view all available templates. Select the template you want to use and click the Import button to import it. (https://storage.crisp.chat/users/hFew readersHow to add X-Pro Stages?
Click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'X-Pro Stages' option under the 'X-Pro settings' tab. Click on ' + ' icon next to Project Stages to add a new stage. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/eFew readersHow to create a project in X-Pro from x.doc proposal?
Navigate to the doc dashboard and select the proposal for which you want to start the X-Pro project. Click on the three-dot icon. A dropdown list of options will appear. Click on Start Project Management to proceed. A dialog box wiFew readersHow to view Drawings & Documents in X-Pro project?
To view Drawings, Go to the X-pro Project's Dashboard and click on Drawings option. Once you click Drawings, you will be redirected to the Drawings and Documents page, where you can select the design for which you want to view the drawings. Once you click it, you will be redirectedFew readersHow to create and send purchase order in X-Pro?
From the Dashboard, click the X-Pro button, select Purchase Order. Once you click the Purchase Order button, you will be redirected to the Purchase Orders page. Click Create to proceed. After clicking the Create button, a dialog box will appear. Enter the required information and cliFew readersHow to Add new Labor Types in X-Pro?
Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on X-Pro Settings, then select Labor Settings from the dropdown menu. Click the “+” icon next to Labor Types to add aFew readersWhat is X-Pro?
X‑Pro is the project management module of the XTEN‑AV platform, specifically designed for AV (audio‑visual) professionals. It expands XTEN‑AV's capabilities beyond design and proposals to fully encompass project execution and monitoring—all within a unified, cloud-based solution. Key Features of X‑PRO Task & Event Management : Create and assign tasks linked to specific project events and timelines for streamlined coordination. Mobile Access for Field Technicians :&32Few readersHow to change Task's Stage?
Please navigate to the X-Pro Dashboard and click on the project name whose task stage you would like to update. Click the Stage button located in the top the screen to update the task’s stage.Few readersHow to add a vendor in a purchase order in X-pro?
From the Dashboard, click the X-Pro button then select All Vendors from menu. You will be redirected to the All Vendors page. Click the Add Vendor button. Enter all the required vendor details, then click the Create bFew readersHow to add Time Entry?
From the dashboard, click on the X-PRO Button, then Dashboard under the X-PRO section. Once you click on it, you will be redirected to the X-PRO Projects page. Open the project then select Time Tracking option. Click the Add Time Entry button toFew readersHow to add vendor in X-pro?
From the Dashboard, click on the X-Pro button and click on the 'All Vendors' button to proceed. Click on "Add Vendor" button to add a New Vendor. Upon Clicking a dialogue box will open, Fill out all the necessary details and click on Create button to add a New Vendor. (https://storage.crFew readersHow to change the task priority?
From the Dashboard, click the X-Pro button, select Dashboard. Open the design for which you would like to change the priority and click on the priority button.Few readersHow to clock IN and OUT as a Field User?
Overview The Clock IN / Clock OUT feature allows Field Users to record their working hours directly against a project. This ensures accurate time tracking for billing, reporting, and payroll purposes. Field Users can clock in and out using the mobile app or web platform (depending on permissions provided by the admin). Steps to Clock IN and Clock OUT From the main dashboard, click on your profile logo and select the Switch to Field View User option.Few readersHow can field user see Scheduled Events?
Overview This article explains how a Field User can view scheduled events assigned to them in the system. Scheduled events help field users stay updated on upcoming tasks, site visits, installations, service calls, and other project-related activities. Steps to View Scheduled Events (For Field Users) From the main dashboard, click on your profile logo and select the Switch to Field View User option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imaFew readersHow to edit/update Task?
Method: 1 From the Dashboard, click the X-Pro button, select Dashboard. Opene the design for which you want to edit/update and click on the task button. In the Actions column, click the Action icon next to the task you want to edit. (https://storage.crisp.chat/uFew readersHow can field user see Project's drawings and Attachments?
Overview This article explains how a Field User can access and view project drawings and attachments. Access to drawings and documents allows field users to review layouts, technical details, installation instructions, and other important project files while working on-site. Steps to View Project Drawings From the Dashboard, click on the Projects tab at the bottom, then select the specific project to view its drawings or attachments. (https://storage.crisp.chatFew readersHow to download the purchase order in X-pro?
From the dashboard, click on X-PRO, then select the Purchase Order button to proceed. To download a Purchase Order, click on the specific Purchase Order you want to download. From the right side of your screen, click on the download button to download the Purchase Order. (https://Few readersHow to create a Task?
From the dashboard, click on the X-PRO Button, then Dashboard under the X-PRO section. Once you click on it, you will be redirected to the X-PRO Projects page. Open the project to access the X-PRO Dashboard, and then select Tasks. Click Add Task to startFew readersHow to sync Inventory with XDRAW project?
Overview In XPRO, you can sync your Inventory with your XDRAW project to ensure that products used in drawings are aligned with your inventory records. Syncing Inventory with XDRAW helps you: Maintain accurate stock tracking Align drawing products with available inventory Reduce manual product duplication Improve project and warehouse coordination Step-by-Step: How to Sync Inventory with X-DRAW Project From the Main Dashboard, click on theFew readersHow to create Change Order in X-Pro project?
To create a Change Order, navigate to the X-Pro Dashboard and open the project as per your requirement. Once the project is open, click on the Change Orders option from the left-hand menu bar to proceed. You will be redirected to the Change Orders page. From there, click on the Create Change Order button located in the top-right corner to proceed. (https://storage.crisp.chat/uFew readersHow to Add Time Entry as a Field User?
Overview Field Users can log their working hours directly in the system to ensure accurate tracking of time spent on projects. Adding time entries helps maintain proper records for project management, billing, and reporting purposes. Steps to Add a Time Entry On the main dashboard, click on the Profile icon in the top-right corner and select Switch to Field User View from the dropdown menu. (https://storage.crisp.chat/users/helpdeFew readersHow to check price summary in X-PRO?
Overview The Price Summary in X-PRO allows you to review the complete cost breakdown of your project. It provides a detailed overview of product pricing, labor costs, taxes, discounts, and overall project totals. Steps to Check Price Summary in X-PRO From the dashboard, click on the X-PRO Button, then Dashboard under the X-PRO section.Few readersBilling Locations for User's Time
Overview: Billing Locations in X-PRO allow you to track and assign user time entries to specific project locations for accurate billing and reporting. This feature ensures that time logged by users is properly categorized based on where the work was performed. Open the relevant Project in X-PRO. In the Project Dashboard, click on “BOM Details.” Then select theFew readersHow to create or assign a task in the event?
Overview In X-PRO, you can create and assign tasks within an Event to ensure proper coordination, accountability, and timely completion of activities. Step-by-Step: How to Create a Task in an Event To create a task in an event, navigate to the X-Pro Dashboard and select your project After selecting the project, navigate to the EveFew readersHow to create a change order in Xpro and how it works?
First you have to go to the X-PRO dashboard and select your project. In the left side menu you will see the Change Orders options. If the project is created from the proposal then only you will be able to see the change order section. If the project is created fromFew readersHow to Generate tasks with AI?
In the left navigation menu, locate X-PRO, then select Dashboard from the dropdown. After clicking on it, select the project from X-pro dashboard. Navigate to the Task section within your selected project. On the rigFew readersHow do I invite an X-Pro user and assign them a role?
To invite a user to access the X-Pro add-on, go to 'User and Group Management' under your profile. Click on Invite Users button to invite/add a new user. A dialog box will open. Fill in all the details, check the box for X-Pro, and click the 'Invite' button to invite the user. (https://Few readersHow to view the Add-On Labor Values in the X-Pro
On the X-Pro Dashboard, click on the name of the project for which you want to view the add-on labor values. You will be redirected to the project dashboard and open the navigation panel then click on BOM details. The Bill of Materials page will open. Scroll down to the bottom of theFew readersHow to invite Field User?
Step 1: Accessing User & Groups Management: From the Dashboard, click User and Group Management from the profile menu in the top-right corner. Step 2: Initiating Invitation: In the User and Group Management, click the Invite Users button. A pop-up window will appear, allowing you to enter the details of the user you wish to invite. (https://storage.crisFew readersHow to add new Task Template in X-pro?
Overview Task Templates in X-PRO allow you to create predefined sets of tasks that can be reused across multiple projects. This helps standardize workflows, save time, and ensure consistency in project execution. By creating a Task Template, you can quickly assign structured tasks to your team without creating them from scratch every time. Steps to Add a New Task Template in X-PRO From the main dashboard, click on the profile logo and select the SetFew readersHow to Update the Stages of a Purchase Order in X-PRO
Overview This article explains how to update the stage of a Purchase Order (PO) in X-PRO. Updating the PO stage helps you track order progress, maintain accurate project records, and ensure proper workflow management from creation to completion. Steps to Update the Stage of a Purchase Order From the main dashboard, navigate to X-Pro and click on the Purchase Order option. Click on the PurFew readersHow to add checklist in task?
From the Dashboard, click the X-Pro button, select Dashboard. Once you click on the Dashboard button, you will be redirected to the X-Pro Dashboard. From there, you can open the desired design. Open the design to which you would like to add a checklist, then click on the “Task”Few readersHow to rearrange task stages header in X-Pro?
Overview This article explains how to rearrange task stages in X-Pro. Reordering stages allows you to align the workflow sequence with your organization’s process (e.g., Moving Planning → In Progress → Review → Completed in the correct order). Steps to Rearrange Task Stages From the Main Dashboard, click on your profile icon and select “Settings” from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/settingsFew readersHow to change the view type of task in X-pro ?
From the Dashboard, click the X-Pro button, select Dashboard. Once you click on the Dashboard button, you will be redirected to the X-Pro Dashboard. From there, you can open the desired design. Open the design of which you would like to change the View Type. (https://Few readersHow to delete the task?
Overview This article explains how to delete a task in X-Pro. Deleting a task will permanently remove it from the project, including its details, comments, and attachments. Please ensure the task is no longer required before proceeding. Steps to Delete a Task From the Main Dashboard, click on “X-PRO Dashboard” in the navigation menu to access it.Few readersHow to edit X-Pro project details?
Go to the X-PRO Dashboard from the left navigation menu. Open the project you want to edit. Click on the Action button. After clicking on the action icon three dots, click on Edit Project Details. (https://storage.crisp.chat/users/helpdesk/website/-/Few readersHow to assign task to event?
From the Dashboard, click the X-Pro button, select Dashboard. Once you click on the Dashboard button, you will be redirected to the X-Pro Dashboard. From there, you can open the desired design. Open the design to which you would like to assign a task to an event. Click on the EvenFew readersHow to upload Attachment in X-pro project?
Navigate to the X-Pro Dashboard and open the project as per your requirement. Then, click on the menu icon to open the left navigation panel. Click on the Attachments option in the left navigation panel to proceed. Click on the Drag and Drop your file here option to upload yourFew readersWhat is Generate Tasks with AI in X-pro ?
Generate Tasks with AI in X-Pro is a feature that uses artificial intelligence to automatically create tasks for you based on the context, project details, or event information you provide. Instead of manually typing each task, the AI analyzes the input (like project descriptions, goals, or checklist items) and suggests relevant tasks — saving time and helping you plan more effectively. Steps to use Generate Tasks with AI in X-Pro: From the Dashboard, click the X-Pro buttoFew readersWhat is meaning of Depended on in X-pro project task?
Overview: In X-Pro project tasks, “Depended on” means that a task cannot start or be completed until another task is finished first. It shows the dependency relationship between tasks, meaning the selected task relies on another task to be completed before it can proceed. From the Dashboard, click the X-Pro button, select Dashboard. Once you click on the Dashboard button, youFew readersHow to revoke X-PRO access?
Click on the profile icon located in the top-right corner of the screen. From the dropdown menu, select the User and Group Management option to proceed. You will be redirected to the User and Group Management page. Select the account for which you want to revoke the X-Pro access. Then, click on the Settings icon located on the right-hand side of the user’s name to proceed.Few readersHow to change X-PRO project view from Kanban view to Calendar view?
Go to the X-PRO Dashboard from the left navigation menu. Once you click on the Dashboard button, you will be redirected to the X-Pro Dashboard. Click on the Kanban View option. From the dropdown menu, select Calendar View. The dashboard will nowFew readersHow to Delete an X-Pro Project?
Overview This article explains the steps to delete a project in X-Pro. Deleting a project will permanently remove all associated data, including designs, BOM, documents, and related information. Please ensure you no longer need the project before proceeding. Steps to Delete an X-Pro Project From the Main Dashboard, click on “X-PRO Dashboard” in the navigation menu to access it. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433Few readersHow to create X-Pro project from X-DRAW Project?
Open the required X-DRAW project. Then, click on Start Project Management on the right side of the page. After clicking the Start Project Management button, a dialog box will appear. Enter all the required information, then click the Create button to proceed. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image164hsfx.pFew readersHow to add new stages in X-pro task?
Overview This article explains how to create new task stages in X-Pro. Custom stages allow you to align your task workflow with your organization’s internal process (e.g., Planning, In Progress, Review, Completed). Steps to Add a New Task Stage From the Main Dashboard, click on your profile icon and select “Settings” from the dropdown menu. After clicFew readersHow to re-arrange your task in X-Pro?
From the Dashboard, click the X-Pro button, select Dashboard. Once you click on the Dashboard button, you will be redirected to the X-Pro Dashboard. Open the design and click on the Task button to view the created task. (https://storage.crisp.chat/users/helpdesFew readersHow to edit the task details?
Overview This article explains how to edit a task’s details in X-Pro. You can update task information such as the title, description, assignee, due date, priority, and stage to keep your project information accurate and up to date. From the Main Dashboard, click on “X-PRO Dashboard” in the navigation menu to access it. Open the Project you would like to edit or update, then clickFew readersHow to edit the task stages in X-pro?
Overview This article explains how to change the stage of a task in X-Pro. Updating a task’s stage helps track progress and ensures proper workflow management within your project. Steps to Change a Task’s Stage Please navigate to the X-Pro Dashboard and click on the project name whose task stage you would like to update. Click the Stage button located inFew readersWhere i can view the breakdown of pricing and labor in X-Pro?
Click on the menu icon on the top left corner and click on x-pro a dropdown list will appear. then click on dashboard option. Click on the project name for which you want to view the price breakdown and labor details. The Project Dashboard will open. From there, open the left navFew readers