Creating a Client Project

• Initiate the Project

  • Go to the Client Dashboard.

  • Click on "New Project".

  • Fill in the client’s details and project requirements.

• Schedule a Requirements Meeting

  • Use the integrated calendar to schedule a 30-minute meeting with the client.

  • Ensure all key stakeholders are invited.

• Document Requirements

  • During the meeting, use the provided template to capture all requirements.

  • Enter the details into the project management tool.

• Manual Developer Matching

  • Based on the client’s requirements, manually select potential developer matches.

  • Use the Developer Dashboard to review and shortlist suitable candidates.

• Present Matches to Client

  • Update the Client Dashboard with the shortlisted developers.

  • Notify the client to review the matches.

• Setup Developer Meeting

  • Once the client selects a developer, schedule a meeting between the client and the developer.

  • Confirm meeting details and ensure both parties are prepared.