Creating a Project

This tutorial will show you how to create a new project for any contact in your Address book.

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After you have created a project for your contact, you will then be able to see and manage all of your current KNX projects with the List or Card View under Project Management.

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You will also be able to prioritize all of your KNX projects to quickly evaluate and prioritize what task needs to be completed next — by assigning color coded tags to your projects.

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On the left-side panel, click Project Management > Add Project.

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Choose an existing Contact from the drop down list OR create a new contact by clicking Add Customer.

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[NOTE: Visit our support article on Creating a Contact for further instructions on adding new customers]

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Enter all relevant information into the given fields.

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Select a Status to move your project to a certain category (e.g. Priority, Normal, Accepted, New, etc.).

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Choose a Group Address Profile from the drop-down menu.

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Click Save once you are done OR click Save and Continue to add another project.

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Change Status on a project easily via drag&drop.

 

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NEED SETUP ASSISTANCE?

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Click the link below to schedule a free live video appointment where we will show you how to setup and customize the KNX TOOL for your current projects.

 

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