BarTrack's Project Ordering functionality allows you to easily create and manage projects, both on your PC and mobile. In this article, we explain step by step how to create a new project on bartrack.com
This feature is available to all BarTrack order takers, with no limit on the number of projects you can create.
Create a new project on your PC:
- Visit BarTrack.com: Open your web browser and go to bartrack.com.
- Login: Use your username and password to log into your account.
- Navigate to 'My Projects': click on the 'My Projects' item in the menu.
- Add Project: Click the plus button (+) in the lower right corner to start a new project.
- Specify Project Name: It is mandatory to provide a name for your project. The other fields are optional.
- Save Project: After you enter the required information, save the project. You can change the project's information at any time.
- Delete Project: If necessary, you can also delete a project again. However, the order history of the project remains visible.
Create a new project on your smartphone:
The steps for creating a project on your mobile are similar to the steps on the PC. However, on the mobile you cannot add and manage all the detailed information of the project. This is only possible on BarTrack.com. Make sure you have downloaded the BarTrack app and open the menu and click on "My Projects" to create a new project.
- Open the menu: Launch the BarTrack mobile app on your smartphone. Open the menu by tapping the three dashes (the hamburger menu) in the top corner of your screen.
- Select "My Projects": In the menu that opens, tap "My Projects. Here you will see a list of all the projects you have previously created.
- Add a new project: tap the "New" button found in the upper-right corner of the screen, to start the process for creating a new project.
- Enter the project name: The screen that now appears will ask you to enter a name for your new project. This is the only information you can enter through the app at this time. The project name is essential and required to create the project.
- Save the project: After entering the project name, confirm the creation of the new project by tapping "Save" or a similar option. Your project is now created and visible in your overview of projects.
- Manage project details online: To add more details to your project or change the project name later, log in to bartrack.com. There you have access to more options for managing your projects, including changing the project name and adding additional project information.
Frequently Asked Questions:
Q: Can I change the name of a project after I create it?
A: Yes, you can change the project information, including the name, at any time.
Q: What happens to the order history if I delete a project?
A: "The order history remains preserved and visible even after you delete the project.
Tip:
Use clear and descriptive names for your projects to easily identify and manage them. This will make it easier to track orders and project progress later.
Summary
By following these steps, you can efficiently create and manage new projects within BarTrack, keeping your ordering process and project management clear and organized.