Project & Business Management With Plutio

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What you will find inside Preview
How to ask questions & request additional contents

Plutio Overview (January 2020 update) Preview
Settings
Projects, Boards & Tasks Overview
Project Files & Folders & File/Folder Permissions
People & Companies
Inbox Overview
Inbox & Project Conversations
Wiki Overview
Calendar & Calendar Sync
Time tracking (2.0) & Timesheets
Proposals, Contracts & Invoices
Notification Bar & Notifications
The New Content Writing Tools: WYSIWYG

Understanding the default user roles
Setting up Client & Client Team permissions
Setting up various Employee/Contractor user roles & permissions

Project Setup: Quick Overview & Notes
Project Overview Tab
Client Onboarding
Website Design/Development Project Setup (Board & Tasks)

Custom Fields Advanced Introduction
Project Custom Fields: Uses & Ideas
Task Custom Fields: Uses & Ideas

How all three related to each other
Recurring Invoicing
Recurring Billing
Invoice Usage Examples, Ideas & Goodies

Setting up your leads project
The various Leads boards to create
Leads task template setup & ideas

How to "Archive" Tasks & Projects
How to cancel or pause a recurring billing invoice
Hide Task ID number in task lists
Followers vs Delegated person ...
How to paste in a video URL and NOT have it render as a video (so you get just the url)
How to attach cover images
Custom REPLY-TO address (White Label must be enabled) Preview

Web Design & Development Agency
Wedding Photography
Leads
Outreach
Family Planner & Tracker
Better Email Delivery

Customizing the Plutio Login Page with CloudFlare
Backing up your whole Plutio account (third party service required)

Is it worth it?
Custom domain name (main domain)
Custom domain name (sub domain)
Custom domain name with CloudFlare

Notifications aren’t being ... notified nor emailed out
I have a feature request Preview
I found a bug, now what? Preview

How to update subscription credit/debit card info?