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Templates & Projects
How to Create a TemplateTemplates are a great tool for standardizing processes and creating projects for clients. Here's how to create your own templates.
How to Create a Project from a TemplateReady to create some work? Here's how to take a template and create projects for your clients and then get to work!
How to Modify a Project Type from a TemplateUpdating an entire project type super easy with mass updates from a template. Here's steps on how!
Overview of Projects TabThe one stop shop to view all of your work in one place!
Overview of an Individual Project ProfileDo you have questions about a project profile or project details? This article will walk you through all the features on a project!
How to Modify an Individual ProjectNeed to make updates on just one project? Here's the steps to take!
How to Modify a Repeating Project SeriesNeed to make edits to a project series quickly and efficiently? Here's how!
Budgeted TimeSet time targets and manage team capacity by utilizing our budgeted time field!
Quickly Close a ProjectQuickly mark all the tasks in your project as complete with one click!
What does it mean when a Project is closed?
LabelsHelp organize your workflow with customizable labels.