• What 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 : TechnPopular

• How to create a project in X-PRO from an existing project?

  Learn how to create new projects from existing project templates and save time on recurring work.Popular

• How to create a project in X-PRO from scratch?

  Learn how to set up and manage AV projects from scratch using X-PRO project management tools.Popular

• How to create an Event?

  Learn how to schedule and manage project events, meetings, and milestones within X-PRO.Popular

• How to Generate Invoices in X-PRO?

  Learn how to generate invoices from project data and streamline AV business operations.Popular

• Where I can view X-PRO Project Activity logs?

  Learn how to access project activity logs and track updates across teams and projects.Some readers

• How to change the Task Priority?

  Learn how to update task priorities and improve project planning and resource allocation.Some readers

• How to Add Attachments in X-PRO project?

  Overview: This article explains how to upload and access attachments in an X-PRO project. It guides users through opening the desired project, navigating to the Attachments section, and uploading files using the Select File option or the drag-and-drop feature. It also explains how to download an uploaded attachment by clicking its name. To upload an Attachment, Go inside the X-PRO Project's and click on Attachments option. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3Some readers

• How to create a project in X-PRO from X-DOC Proposal?

  Overview: This article explains how to create an X-PRO project from an existing X-DOC proposal. It guides users through navigating to the X-DOC Dashboard, selecting the desired proposal, and clicking the three-dot icon. Users can then select Start Project Management, enter the required information in the dialog box, and click Create to create the X-PRO project. Navigate to the X-DOC Dashboard and select the proposal for which you want to start the X-PRO project. Click on the **three-Some readers

• How do I Invite an X-PRO user and assign them a role?

  Overview: This article explains how to invite a new user to access the X-PRO add-on and assign them a role. It guides users through navigating to User and Group Management under their profile, clicking Invite Users, entering the required details, selecting the X-PRO checkbox, and sending the invitation. Once the user accepts the invitation, users can navigate to Addon Access > X-PRO Access, select the desired role from the dropdown menu, and click Save to assign the role. To invite a usSome readers

• How to create and send Purchase Order in X-PRO?

  Overview This article explains how to create and send a Purchase Order in X-PRO. It guides users through navigating to X-PRO > Install > Purchase Order from the Dashboard, clicking Create, entering the required information, and adding products to the purchase order. Users can then select the relevant project and products, choose a vendor, and click Send Purchase Order to send it. From the Dashboard, navigate to X-PRO, then select Install, and click on Purchase Order from theSome readers

• How to import Task Template?

  Overview: This article explains how to import a task template into an X-PRO project. It guides users through clicking the Tasks button on the X-PRO Project Dashboard, selecting Add Task Template to view the available templates, choosing the desired template, and clicking Import to add it to the project. To import a task, click on the Tasks button from the X-PRO Project's Dashboard. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-49_1vev50u.pngSome readers

• How 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. Related Articles [How to Add New Stages in X-PRO Task](https://knowledgebase.xtSome readers

• How 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 bSome readers

• How to Add new Labor Types in X-PRO?

  Learn how to add and manage labor categories for project costing, scheduling, and reporting in X-PRO.Some readers

• How 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 rSome readers

• How to Edit/Update Task?

  Method: 1 Open 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. After clicking on the action icon, click on Edit button. ![](https://storage.crisp.chat/users/helpdeskSome readers

• How to Clock IN and OUT as a Field User?

  Learn how field users can track work hours and manage time entries in X-PRO.Some readers

• How to add X-PRO Stages?

  Click on the profile icon in the top-right corner, then select Settings from the menu. On the Settings page, navigate to X-PRO Settings, then select Install. After selecting Install, click on X-PRO Stages from the menu options. ![](https://storage.crisp.chat/usersSome readers

• How to create a Task?

  From the X-PRO section in the left navigation menu, expand Install, then select Dashboard. Once you click on it, you will be redirected to the X-PRO Dashboard. Select the project in which you want to create the Task. Select the Tasks from the left-hand menu. ![](httSome readers

• How to Sync Inventory with X-DRAW project?

  Learn how to keep inventory data aligned with AV project designs and equipment lists.Some readers

• How to Add Vendor in X-PRO?

  From the Dashboard, click on the Vendor Option 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.crisp.chat/users/helpdeskSome readers

• How to add Time Entry?

  From the dashboard, click X-PRO, then select Dashboard under the Installation 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 to create a time entry.Some readers

• How can Field User see Scheduled Events?

  Learn how field technicians and project users can access scheduled events and project timelines in X-PRO.Some readers

• How to Download the Purchase Order in X-PRO?

  From the X-PRO section in the left navigation menu, click Install to expand the menu. Then select Purchase Orders to access the Purchase Orders module. To download a Purchase Order, click on the specific Purchase Order you want to download. From the right side of yourSome readers

• How to re-arrange your task in X-PRO?

  Learn how to reorganize tasks and improve project workflow management within X-PRO.Some readers

• How can Field user see Project's drawings and Attachments?

  Learn how field users can view project files, drawings, and attachments in XTEN-AV and X-PRO.Some readers

• How to Add Time Entry as a Field User?

  Learn how field technicians can log project hours and track time directly in X-PRO.Few readers

• How 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.chFew readers

• How to check Price Summary in X-PRO?

  Learn how to review project costs, pricing summaries, and financial details within X-PRO.Few readers

• Billing Locations for User's Time

  Understand how billing locations work for user time tracking in X-PRO and improve project cost management and reporting.Few readers

• How to Create or Assign a Task in the Event?

  Learn how to assign tasks to project events and improve team coordination in X-PRO.Few readers

• How to create a Change order in X-PRO 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 from the "My **pFew readers

• How to rearrange Task Stages header in X-PRO?

  Learn how to customize task stage layouts and improve project workflow visibility.Few readers

• How to Delete an X-PRO Project?

  Learn how to remove unwanted projects and manage project records within X-PRO.Few readers

• How to Update the Stages of a Purchase Order in X-PRO

  Learn how to manage purchase order statuses and track procurement progress in X-PRO.Few readers

• How 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 botFew readers

• How to Invite Field User?

  From the Dashboard, click User and Group Management from the profile menu in the top-right corner. 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. Enter the requiFew readers

• How to Generate Tasks with AI?

  From the X-PRO section in the left navigation menu, expand Install, then select Dashboard. After clicking on it, select the project from X-PRO dashboard. Navigate to the Task section within your selected project. On the right-hand side of the screen, click **GeneraFew readers

• How to Revoke X-PRO access?

  Learn how to remove X-PRO access permissions and manage user roles within your organization.Few readers

• What is meaning of Depended on in X-PRO project Task?

  Learn how task dependencies work in X-PRO and improve project scheduling and workflow planning.Few readers

• Where i can view the breakdown of Pricing and Labor in X-PRO?

  From the X-PRO section in the left navigation menu, click Install to expand the menu, then select Dashboard. Click on the project name for which you want to view the price breakdown and labor details. The Project Dashboard will open. FromFew readers

• How to assign Task to Event?

  Learn how to connect project tasks with events and schedules for improved project management.Few readers

• How to Delete the Task?

  Learn how to remove project tasks and maintain accurate project workflows in X-PRO.Few readers

• How to Edit the Task details?

  Learn how to update task information, assignments, priorities, and project workflows.Few readers

• What 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 X-PRO section in the left navigFew readers

• How to add Checklist in Task?

  Learn how to add checklists to project tasks and improve project execution workflows.Few readers

• How to Edit X-PRO Project Details?

  Learn how to update project information, schedules, statuses, and team assignments.Few readers

• How to upload Attachment in X-PRO Project?

  Navigate to the X-PRO Dashboard and open the project as per your requirement. Click on the Attachments option in the left navigation panel to proceed. Click on the Drag and Drop your file here option to upload your file. Note: The supported file formats are: .Few readers

• Can I create a new X-PRO project from a proposal if one already exists?

  Learn how XTEN-AV handles project creation when an X-PRO project already exists for a proposal.Few readers

• How to change the View Type of Task in X-PRO ?

  Learn how to switch between different task views to manage projects more efficiently.Few readers

• How to add new Stages in X-PRO Task?

  Learn how to create workflow stages for project tasks and improve project tracking in X-PRO.Few readers

• How to add new Task Template in X-PRO?

  Learn how to build reusable task templates and standardize project workflows across teams.Few readers

• How to change X-PRO project view from Kanban view to Calendar view?

  Learn how to manage project schedules using Kanban boards and calendar views in X-PRO.Few readers

• How to view Room wise product in X-PRO project?

  Learn how to organize project products by room and improve installation planning.Few readers

• How 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. Once created, tFew readers

• How to view Area-wise product in X-PRO project

  Overview In X-PRO, you can view products in your project based on specific areas. This helps you organize and review the Bill of Materials (BOM) more efficiently by filtering items according to their assigned area. Steps to View Area-wise Products Navigate to your X-PRO project where you have created area-wise products. From the Project Dashboard, go to the BOM Details (Bill oFew readers

• How to edit the Task Stages in X-PRO?

  Learn how to edit project stages and improve task management processes in X-PRO.Few readers

• How to View Status-wise Products in Inventory?

  Learn how to filter inventory by status and improve equipment tracking and procurement visibility.Few readers

• How to edit vendor details in X-PRO?

  Learn how to update vendor details and maintain accurate procurement records.Few readers

• How to check the timeline of the events?

  Learn how to track project events, milestones, and schedules using timeline views in X-PRO.Few readers

• How to edit Time entry?

  Learn how to update logged hours and maintain accurate project time tracking records.Few readers

• How to view the list wise events?

  Learn how to manage project events using list-based views for improved scheduling and coordination.Few readers

• How to remove product from Inventory list?

  Learn how to delete products from inventory records and maintain accurate stock management.Few readers

• How to view Category wise product in X-PRO project?

  Learn how to organize and review products by project area for better inventory management.Few readers

• How can I check my Design and documents in X-PRO?

  Learn how to access AV drawings, proposals, and project documents directly from X-PRO.Few readers

• How to Delete Time Entry?

  Learn how to remove incorrect time entries and maintain accurate project time tracking records.Few readers

• How to create Purchase order of X-PRO project?

  Learn how to generate purchase orders from project data and manage procurement workflows efficiently.Few readers

• How to view week wise events?

  Learn how to monitor project schedules and activities with weekly calendar views.Few readers

• How to view month wise events?

  Learn how to track project schedules and events using monthly calendar views in X-PRO.Few readers

• How to edit task stages in X-PRO?

  Learn how to customize task stages and optimize project workflows within X-PRO.Few readers

• How to delete Task stages in X-PRO?

  Learn how to remove task stages and customize project workflows in X-PRO project management.Few readers

• How to Delete vendor in X-PRO?

  Learn how to remove vendor records and keep procurement data organized in X-PRO.Few readers

• How to update the Status of product in X-PRO project?

  Learn how to track product statuses throughout procurement, delivery, and installation workflows.Few readers

• Can I create purchase orders and invoices from my project?

  Learn how to generate purchase orders and invoices directly from X-PRO projects for streamlined project management.Few readers

• How to add a product in X-PRO project?

  Learn how to add equipment, products, and materials to active projects in X-PRO.Few readers

• How to create custom product from X-PRO project?

  From the Main Dashboard, click on the X-PRO button, then select the Dashboard option to get started. Go to the Project Dashboard and open the project in which you want to create a custom product. Inside the selected project, click on the Inventory option. This section alloFew readers

• How can I manage tasks and assign them to my team?

  You can manage tasks by updating their priority and assigning them to the appropriate teammate. To do this, kindly follow the steps below: From the X-PRO section in the left navigation menu, click Install to expand the menu, then select Dashboard. Open the design for which you want to edit/update. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/dFew readers

• How do I upload and manage project documents?

  Overview You can easily upload and manage all your project-related documents within the Attachments section in X-PRO. This helps you keep all files organized and accessible in one place. Uploading Project Documents Navigate to the X-PRO Dashboard and open the required project. Navigate to the project and then click on the Attachments tab from the left-hand meFew readers