Who this is for: Project managers and authorised employees
A project brings related work, people and customer context together. Start with a clear outcome and keep the project details current as delivery changes.
Steps
Open Projects and choose Add Project.
Enter the project name, start date and deadline or the available no-deadline option. Complete the required fields shown.
Choose the client where applicable. Add the summary, category and relevant notes.
Select the employees who should work on the project and save it.
Open the project to review its overview and members. Add tasks and use the available files, milestones and time log sections to organise the work.
If you get stuck
Project membership and client visibility are different settings. Check both before sharing information. If a person cannot see a project, ask an admin to review membership and permissions. A project template can help with repeated work when the option is available.