Projects Module

• Getting started

Getting Started

• Creating a project
• Using templates for similar projects
• Following projects
• Restricting access to projects
• Linking project to a CRM contact
• Suspending/closing/deleting project

Team

• Managing your team

Tasks

• Viewing all active tasks quickly
• Linking tasks within your project
• Creating custom task status
• Assigning tasks

Subtasks

• Creating subtasks

Milestones

• Scheduling workflow
• Reattaching tasks to other milestones

Discussions

• Holding a discussion

Time tracking

• Tracking work time efficiently
• Automatic time tracking

Gantt chart

• Managing your project using the Gantt chart
• Using Gantt chart

Reports

• Reporting templates with automatic delivery by E-mail
• Configuring report types
• Reporting project progres