The service groups are used to have by default the services by project type. Use them to save time when setting up your projects and entering timesheets!
Preconfiguration
Before creating your service groups, go to the “Organization” menu at the bottom left of your screen. Then select the “Projects” tab.

Scroll down the page until you see the “Use service groups” function. Make sure the box is checked.

Add service groups
Go to an existing project or create a new project. Then click on the “Services” tab.

You will see the option to update the service selections at the top of the page, as well as a list of all the services in your organization. Click on the update.

Then add a new selection of services.

Give it a name and select the desired services.

Collabox keeps your selections in memory. So, when you start a new project, you only have to select the desired service group!

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you. info@collabox.com (418) 907-9274