Quick Video Tutorial: Start Here!
How to Access and Create Projects
From your Latchel dashboard, go to Maintenance, and choose Projects.
If the new project isn’t associated to any property, you can click Skip.
Setting Up an Existing Project
Once a project is created, property managers can set up and update its details to keep everything accurate and on track. This includes:- description of the project
- budget settings
- category
- due date, and
- add or update the property address
To update the project description, simply click “Description of project” to open the text box. Enter your changes, then click Save to finish.
Add Work Orders to an Existing Project
There are 2 possible ways to add work orders to an existing project.- Via the existing project
If the work order doesn’t already exist in Latchel, you can use the Create Work Order option on this page. Click Create Work Order, then proceed with creating the work order as usual. Visit How to Submit a New Work Order to know more!
- Via a work order page
The Project Progress
Each work order added helps calculate the project’s overall completion percentage. All work orders linked to a project are visible from the project view.
Deleting a Work Order from a Project
To delete a work order from a project, simply click the trash icon on the left side of the work order.
Deleting an Existing Project
To delete an existing project, open the project and click the trash icon in the upper left corner of the project page.
Completing a Project
Once all tasks are finished, you can mark the project as complete to indicate that no further work is needed. To do this, simply toggle the Complete switch to the right—it will turn blue when activated.
