Projectopia Documentation Welcome to the Projectopia Documentation. You can use the links below to navigate through the various features and elements included in the plugin. For any support queries raise a ticket here Projectopia - V5 Dashboard Income by MonthProjectsMy Open Tasks (Assign or Watching)Project UpdatesPending Quotes / EstimatesOutstanding Invoices My Work My MessagesAll Messages (Admin)My TasksMy CalendarAll Tasks (Admin)Project Files Quotes New Quotes GenerationAdding Milestones and Tasks to a QuoteQuote MetaboxesSending a QuoteViewing / Accepting QuotesFrontend Quote Submission (Quote Forms) Leads LeadsNew Lead CreationLead FormsNew Lead Form Creation Clients Adding New ClientsClient Admin & Metaboxes Invoices Adding an InvoiceLine ItemsOverriding CurrencyLinking Invoices to ProjectsInvoice Number PrefixesPDF InvoicesAdding Manual PaymentsPartial Invoice PaymentPayment GatewaysInvoice Payment RemindersInvoice TemplatesRecurring Invoices Projects Add New ProjectAdding Team MembersDisabling Email NotificationsProject ContractsContract Terms TemplatePreviewing a ContractSending a ContractProject Metaboxes Teams Adding a Team MemberConverting an Existing UserTeam Member Login & DashboardNotificationsTeam Member Admin & Metaboxes Projectopia - V4 (Legacy) Installation, Configuration Updating Server RequirementsInstallationConfigurationUpdating the PluginEmail PipingHTML Email TemplateResetting the PluginSuppliers / Expenses Add-On ChangelogSubscriptions Add-On ChangelogReporting Add-On ChangelogProjectopia Envato Add-OnProjectopia Core Changelog / Roadmap Invoices Adding an InvoiceLine ItemsOverriding CurrencyLinking Invoices to ProjectsInvoice Number PrefixesPDF InvoicesSending InvoicesAdding Manual PaymentsPartial Invoice PaymentsPayment GatewaysInvoice Payment RemindersInvoice TemplateRecurring InvoicesDisabling the Invoice System Projects Adding a ProjectAdding Milestones, Tasks & SubtasksMilestone & Task TemplatesAdding Team MembersDisabling Email NotificationsProject ContractsContract Terms TemplatesPreviewing a ContractSending a ContractInvoice WorkflowProject FilesProject MessagesProject MetaboxesCompleting a Project Quotes & Estimates Adding a New Quote Adding Milestones and Tasks to a Quote Milestone & Task Templates Quote Metaboxes Previewing a Quote Sending a Quote Viewing / Accepting Quotes Frontend Quote Submission (Quote Forms) Disabling the Quotes System Quote Messages Client Dashboard Overview / Tour Logging In Password Reset Dashboard Theme Options Notifications Messaging System (Client Side) Profile, Files & Custom Fields Client Contacts Viewing / Accepting Quotes Navigating Projects & Tasks Clients Adding a Client Converting Existing Users to Clients Client Registration Forms / Methods Client Admin & Metaboxes Password Reset Client Contacts Custom Alerts Profile, Files & Custom Fields Subscriptions Add-On Getting Started with Projectopia Subscriptions Add-on version 1.0.8Setting up PayPal API credentials for Subscription Add-onAdding a Subscription PlanAdding a SubscriptionManaging SubscriptionsManaging Subscriptions on the Client SideTroubleshooting Steps for Subscriptions Add-on Team Members Adding a Team Member Converting an Existing User Team Member Login & Dashboard Notifications Team Member Admin & Metaboxes Roles & Permissions Tasks Adding a Task Updating a Task Task Files Assignees & Watchers Task Messages Adding Time to Tasks Task Messaging Support Tickets Adding a Ticket Assignees & Team Permissions Ticket Files Adding Messages Disabling the Ticket System Troubleshooting The link you follow has expiredTroubleshooting Steps for Cache, PluginConflict and Theme ConflictTroubleshooting steps for recurring invoicesTroubleshooting steps for 404 page not foundInvoice PDF logo – image not found or unknown file typeDropping support for IE 11 Custom Fields Clients Tasks Invoices Support Tickets FAQ System Adding an FAQ FAQ Ordering FAQ Categorisation Displaying the FAQ Direct Messaging System Direct Messaging System Messaging System (Client Side) Translating How to translate Projectopia
