# Jetpack Workflow Knowledge Base

> Help center for Jetpack Workflow

## Getting Started

- [How Jetpack Workflow Works](https://support.jetpackworkflow.com/en/articles/15648484-how-jetpack-workflow-works.md)
- [First Steps](https://support.jetpackworkflow.com/en/articles/9014823-first-steps.md)
- [New Account Setup Walkthrough Video Course](https://support.jetpackworkflow.com/en/articles/9714594-new-account-setup-walkthrough-video-course.md): Video Series to walk you through how to get started setting up your brand new account!
- [Jetpack Workflow Basic Training Video Course](https://support.jetpackworkflow.com/en/articles/9714284-jetpack-workflow-basic-training-video-course.md): New to Jetpack Workflow? Start learning the basics here!
- [Glossary](https://support.jetpackworkflow.com/en/articles/9014676-glossary.md): Are you looking for key terms that are commonly used in the app? Here they are A-Z!
- [How to Create a Jetpack Workflow Shortcut on iPhone, iPad, & Android](https://support.jetpackworkflow.com/en/articles/11322962-how-to-create-a-jetpack-workflow-shortcut-on-iphone-ipad-android.md): Create a shortcut, similar to an app on your phone by following these steps.

## Templates

- [How to Create, Duplicate Edit and Delete Templates](https://support.jetpackworkflow.com/en/articles/9014722-how-to-create-duplicate-edit-and-delete-templates.md)
- [How to Create a Project Using an Existing Template](https://support.jetpackworkflow.com/en/articles/9014905-how-to-create-a-project-using-an-existing-template.md): Ready to create some work? Here's how to use a template to create projects for your clients and then get to work!
- [Impact of Edits to Templates, Series, and Individual Entries](https://support.jetpackworkflow.com/en/articles/10270050-impact-of-edits-to-templates-series-and-individual-entries.md): Changes made to a template or project series can have big effects. This article will help you understand them.
- [How to Modify Projects from a Template](https://support.jetpackworkflow.com/en/articles/9014963-how-to-modify-projects-from-a-template.md): Updating an entire project type super easy with mass updates from a template. Here's steps on how!
- [Template Budget & Actuals](https://support.jetpackworkflow.com/en/articles/14354849-template-budget-actuals.md)
- [Templates and Associated Work](https://support.jetpackworkflow.com/en/articles/15086880-templates-and-associated-work.md)

## Projects

- [Overview of Projects Page](https://support.jetpackworkflow.com/en/articles/9015097-overview-of-projects-page.md): See all your projects in one place, filter and sort them, and add or remove columns.
- [Overview of an Individual Project Profile](https://support.jetpackworkflow.com/en/articles/9014850-overview-of-an-individual-project-profile.md): Do 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 Series](https://support.jetpackworkflow.com/en/articles/10548691-how-to-turn-a-standalone-project-into-a-series.md): Need to turn an individual, standalone project into a series?
- [How to Modify an Individual Project](https://support.jetpackworkflow.com/en/articles/9015256-how-to-modify-an-individual-project.md): Need to make updates on just one project? Here's the steps to take!
- [How to Modify a Project Series](https://support.jetpackworkflow.com/en/articles/9015143-how-to-modify-a-project-series.md): Need to make edits to a project series quickly and efficiently? Here's how!
- [How to End a Series](https://support.jetpackworkflow.com/en/articles/10269587-how-to-end-a-series.md): Discontinuing a project series? This article will show you how!
- [Budgeted Time](https://support.jetpackworkflow.com/en/articles/9773463-budgeted-time.md): Set time targets and manage team capacity by utilizing our budgeted time field!
- [Bulk Edit Projects](https://support.jetpackworkflow.com/en/articles/11370695-bulk-edit-projects.md)
- [Project Labels](https://support.jetpackworkflow.com/en/articles/10059546-project-labels.md): Customize and organize your projects with customizable labels!
- [Completing a Project](https://support.jetpackworkflow.com/en/articles/9015238-completing-a-project.md)
- [Budgets & Actuals for Project Series](https://support.jetpackworkflow.com/en/articles/14433282-budgets-actuals-for-project-series.md)
- [How to Delete Series in Mass](https://support.jetpackworkflow.com/en/articles/15087560-how-to-delete-series-in-mass.md)
- [Project Custom Fields](https://support.jetpackworkflow.com/en/articles/16791002-project-custom-fields.md)
- [How to Create a Project Custom Field](https://support.jetpackworkflow.com/en/articles/16791191-how-to-create-a-project-custom-field.md)
- [How to Edit Project Custom Field Information](https://support.jetpackworkflow.com/en/articles/16791262-how-to-edit-project-custom-field-information.md)
- [How to Edit an Existing Project Custom Field](https://support.jetpackworkflow.com/en/articles/16791526-how-to-edit-an-existing-project-custom-field.md)

## Clients & Contacts

- [Overview of the Clients Tab](https://support.jetpackworkflow.com/en/articles/11748922-overview-of-the-clients-tab.md)
- [Overview of a Client Profile](https://support.jetpackworkflow.com/en/articles/10584054-overview-of-a-client-profile.md): This article will help you understand all of the information provided on the client's profile.
- [Overview of Contacts](https://support.jetpackworkflow.com/en/articles/15633973-overview-of-contacts.md)
- [How to Create an Individual Client](https://support.jetpackworkflow.com/en/articles/9015204-how-to-create-an-individual-client.md)
- [How to Import Clients and Contacts](https://support.jetpackworkflow.com/en/articles/9015246-how-to-import-clients-and-contacts.md)
- [Client Custom Fields](https://support.jetpackworkflow.com/en/articles/11421018-client-custom-fields.md)
- [How to Create a Client Custom Field](https://support.jetpackworkflow.com/en/articles/11668201-how-to-create-a-client-custom-field.md)
- [How to Edit an Existing Client Custom Field](https://support.jetpackworkflow.com/en/articles/11668394-how-to-edit-an-existing-client-custom-field.md)
- [How to Edit Client Custom Field Information](https://support.jetpackworkflow.com/en/articles/11749068-how-to-edit-client-custom-field-information.md)
- [How to Create a Contact & Associate Them with a Client](https://support.jetpackworkflow.com/en/articles/11748765-how-to-create-a-contact-associate-them-with-a-client.md)
- [Removing a Contact from a Client](https://support.jetpackworkflow.com/en/articles/9015173-removing-a-contact-from-a-client.md): If a contact is no longer associated with a client, removing them is easy!
- [Moving a Client to Inactive or Deleting Them](https://support.jetpackworkflow.com/en/articles/9015147-moving-a-client-to-inactive-or-deleting-them.md)
- [How to Export Your Clients and Contacts](https://support.jetpackworkflow.com/en/articles/12082157-how-to-export-your-clients-and-contacts.md)
- [How To Export Your Custom Empty Data Sheet](https://support.jetpackworkflow.com/en/articles/12082368-how-to-export-your-custom-empty-data-sheet.md)

## My Work

- [Comments & Mentions](https://support.jetpackworkflow.com/en/articles/9014979-comments-mentions.md)
- [Notifications Overview](https://support.jetpackworkflow.com/en/articles/9014992-notifications-overview.md)
- [Task Statuses](https://support.jetpackworkflow.com/en/articles/9015266-task-statuses.md)
- [Tasks Page](https://support.jetpackworkflow.com/en/articles/13336285-tasks-page.md)

## Time Tracking and Capacity Management

- [Time Tracking](https://support.jetpackworkflow.com/en/articles/13862843-time-tracking.md)
- [Time Logs](https://support.jetpackworkflow.com/en/articles/14710112-time-logs.md)
- [Capacity Management - Weekly View](https://support.jetpackworkflow.com/en/articles/15935731-capacity-management-weekly-view.md)
- [Capacity Management - Yearly View](https://support.jetpackworkflow.com/en/articles/16546865-capacity-management-yearly-view.md)
- [Firm Members](https://support.jetpackworkflow.com/en/articles/15935795-firm-members.md)

## Account Management

- [Add, Edit, & Remove Firm Members](https://support.jetpackworkflow.com/en/articles/9015157-add-edit-remove-firm-members.md)
- [Permissions Overview](https://support.jetpackworkflow.com/en/articles/9425583-permissions-overview.md): Learn about the different user permissions in Jetpack
- [Add or Remove User Seats](https://support.jetpackworkflow.com/en/articles/9015013-add-or-remove-user-seats.md): You have the flexibility to adjust the number of seats in your account as your team grows or changes to meet your business needs.
- [Managing Your Plan](https://support.jetpackworkflow.com/en/articles/16109202-managing-your-plan.md)
- [Pricing Structure & Information](https://support.jetpackworkflow.com/en/articles/9014817-pricing-structure-information.md)
- [Account Linking](https://support.jetpackworkflow.com/en/articles/9465466-account-linking.md): This article will walk you through how to link your account to your Google or Microsoft account for one click easy login.
- [Signing in Using Single Sign-On \(or SSO\)](https://support.jetpackworkflow.com/en/articles/9675426-signing-in-using-single-sign-on-or-sso.md): Has your company set up SSO with Jetpack Workflow? This article will show you how to log in using those credentials.
- [Canceling Your Trial or Plan](https://support.jetpackworkflow.com/en/articles/9015028-canceling-your-trial-or-plan.md): Is Jetpack Workflow not the right fit at this time?

## FAQs & Contacting Support

- [Frequently Asked Questions](https://support.jetpackworkflow.com/en/articles/9015191-frequently-asked-questions.md)
- [How to Contact Support](https://support.jetpackworkflow.com/en/articles/9015198-how-to-contact-support.md): We would love to lend you a hand via asynchronous chat or email.
- [Product Feedback](https://support.jetpackworkflow.com/en/articles/12525552-product-feedback.md)