<aside> 💡 Retainr Tip: Discover the simple steps to effortlessly create any task or order on Retainr with our easy-to-follow guide.

</aside>

How To Create A New Task/Order

Step 1: Access Your Dashboard

Log in to your Retainr account and access your dashboard.

Scherm­afbeelding 2023-11-14 om 15.34.16.png

Step 2: Locate 'Add New'

Look for the 'Add New' option located in the top right corner of your dashboard. Click on ‘Add New’.

Scherm­afbeelding 2023-11-14 om 15.36.30.png

Step 3: Select Service Package

Begin by selecting a service package, and fill in the following credentials:

<aside> 💡 Retainr Tip: This information created is also visible to the client.

</aside>

Once you've filled in the necessary details, click on the 'Continue' button. This action finalizes the order creation process.

Scherm­afbeelding 2023-11-14 om 17.36.23.png