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Quick Video Tutorial: Start Here!

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How to Access and Create Projects

From your Latchel dashboard, go to Maintenance, and choose Projects.
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If no projects have been created yet, you’ll see a prompt to start your first one. Otherwise, click Create New.
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Type in the property address you’d like to associate with the new project, then click Select.
If the new project isn’t associated to any property, you can click Skip.
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Next, choose a project category. You can select from Maintenance, Renovation, Unit turn, or Other. Click Next when you’re done.
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Choose or create a project name, then click Create Project to finish.
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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 do this, simply click the pencil icon, make the necessary changes, and click Save when you’re done.
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To update the project description, simply click “Description of project” to open the text box. Enter your changes, then click Save to finish.

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Add Work Orders to an Existing Project

There are 2 possible ways to add work orders to an existing project.
  1. Via the existing project
Go to the existing project where you need to add a work order, then click Add Work Order.
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Search for the work order by typing the property address or work order number into the search box. If the work order appears in the pre-populated list, you can simply click on it. The work order will then appear under the Work Orders tab on the project page.
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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!
  1. Via a work order page
Search for the work order you want to add to an existing project. In the Quick View or Details tab of the work order, click Other Actions in the top right corner, then select Add to Project.
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Choose the appropriate project from the list, then click Add to this Project.
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You’ll see the project name appear just below the work order number.
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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.
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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.
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Then, click OK to confirm.
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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.
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Confirm the action by clicking OK.
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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.
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You’re all set! You now know how to create, manage, and complete Projects in Latchel. With this knowledge, you’re ready to stay organized and take full advantage of this powerful feature!