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Quick Add

How to quickly add project data

In the main toolbar, you can use the Quick Add button at any time to create a project, quote, timesheet, task or expense.

Note: This is only available for users with the access levels Project Manager, Admin or Controller.

In the top-left corner of the main menu, click on the Quick Add button:

A drop-down menu will appear:

Here, you can click on the item you need to create and follow the steps.