Popular Articles
How to Add a WhatsApp Template in Practive
Practive allows you to create and manage WhatsApp message templates directly within the software. These templates can be used to send both automated and manual messages to your clients. This guide explains the step-by-step process to add a WhatsApp ...
Create New Client
Log in to the Dashboard Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu. Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc). Select a Group (if any ...
Subtask
What is a Subtask? A subtask is a smaller, manageable task that is part of a larger primary task. Subtasks help break down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each ...
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...
Checklist
What is a Checklist? A checklist is a set of predefined steps or processes required to complete a task. It provides clear, step-by-step instructions to assist your users in completing their tasks efficiently. Example: For a task like Accounting, the ...