How to Configure HTech PM After Installation

This guide covers the recommended configuration steps after installing and activating HTech PM.

Step 1: Configure Project Statuses

Statuses control the workflow for projects and tasks. Configure these first.

Navigate to:

Addons \u2192 HTech PM \u2192 Statuses

• Create or edit statuses
• Set colors for badges
• Ensure you have at least one open status and one closed/completed status

Step 2: Create Project Templates

Templates standardize project setup and are used by Product Mappings.

Navigate to:

Addons \u2192 HTech PM \u2192 Project Templates

• Create templates for each service you offer
• Add a task list to each template

Step 3: Configure Product Mappings (Optional)

Product Mappings automatically create projects when clients purchase products.

Navigate to:

Addons \u2192 HTech PM \u2192 Product Mappings

Step 4: Confirm Client Area Access

Create a test project for a test client and confirm the client can see it in the client area.

Step 5: Clear WHMCS Cache After Changes

After configuration changes, clear caches:

Utilities \u2192 System \u2192 System Cleanup