Series (Project)

The Series page is a crucial and mandatory step in the project management, used for creating and managing series for Tasks.

To open this, navigate to Configuration->General Configuration->Series.

Create Series:

1. Select the Company.

2. Choose Project Management in the Category.

3. Select Task in the Type for the series.

4. Select how often the series number Resets.

5. Enter the Starting No. for the series.

6. Define the total No. Of Series entries to generate.

7. Enter a Series Prefix that will be used in the series identifier.

8. Project Wise Series: Enable this checkbox to generate a series specific to each individual project rather than sharing a common series across all projects.

9. Select the Elements to include in the series identifier.

10. If you want, utilize the AI Series Generator (icon next to the "+" symbol) for automatic generation of series based on your configuration.

11. See a real-time Preview of the series identifier format based on the inputs.