Creating a new project in Servu is super easy. Simply click on the ‘Projects’ tab on the sidebar, then click ‘Create Project’:
Then enter some basic project details including Project Name and the priority:
Then click ‘Add Project’, from here you can create checklist items:
Click the blue clock icon to mark the checklist item as done, and click the green tick icon to unmark it as done.
Click on the project name at the top to rename the project.
Once you have made changes, simply click Update at the bottom left of the project page.
Click here to learn how to tag records in your new project.