Projects
A practical guide to the Projects module.
- Project list, Kanban, and GanttProject search, filtering, status board, and schedule.
- Creating and editing a ProjectKey fields, dates, members, progress, and billing types.
- Project Card and Its TabsOverview, related records, counters, and the Actions menu.
- Project Tasks: Stages and ProgressWork breakdown structure, Gantt chart, phases, and automatic progress tracking.
- Project Team, permissions, and Client PortalStaff membership, access limits, and portal settings.
- Project files, time entries, notes, and activityDocument visibility, timers, and information channels.
- Project finances, budget, and InvoicesPlanned and actual amounts, rates, and document preparation.
- Project Statuses and AutomationImpact of status changes on Tasks, dates, and notifications.
- Copying, exporting, and deleting a ProjectAreas being copied, result verification, and safe completion.
- Project settings, statuses, and templatesClassifiers, stage templates, and change control.