Templates & Projects
How to Create & Duplicate TemplatesTemplates 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!c
Impact of Edits to Templates, Series, and Individual EntriesChanges made to a template or project series can have big effects. This article will help you understand them.
How to Modify Projects from a TemplateUpdating an entire project type super easy with mass updates from a template. Here's steps on how!
Overview of Projects PageSee all your projects in one place, filter and sort them, and add or remove columns.
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 Turn a Standalone Project Into a SeriesNeed to turn an individual, standalone project into a series?
How to Modify an Individual ProjectNeed to make updates on just one project? Here's the steps to take!
How to Modify a Project SeriesNeed to make edits to a project series quickly and efficiently? Here's how!
How to Stop Future Entries in a Project SeriesDiscontinuing a project series? This article will show you how!
Budgeted TimeSet time targets and manage team capacity by utilizing our budgeted time field!
Project LabelsCustomize and organize your projects with customizable labels!
Completing a Project