group item – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Wed, 13 Dec 2023 13:46:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Sets – group items and tasks https://zistemo.com/knowledge-base/content/sets/ Wed, 02 Oct 2019 14:53:36 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=7768 Sets are a summary of items and tasks. These Sets can easily added to Invoices, Estimates, Retainers and Purchases. E.g. you create an website for a customer, so the website includes the desing, development and testing. The Sets would be called Website, with the tasks or items added to it.

Note: A set can have multiple Items and Tasks, also Sets can be only created out of existing Items or Tasks.

To create a set, simply click on the “create a set” button:

Afterwards you can choose a name and also the items and task you wish to add to the set:

There is also the possibility to “edit”, “clone” or “delete” the Set by pressing the arrow on the rights site:

The created Sets are enable in Invoices, Estimates, Retainers and Purchases

Learn how to add sets to a project

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