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Projects Module

Projects Module

Getting started

Getting Started

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

Team

Managing your team

Tasks

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

Subtasks

Creating subtasks

Milestones

Reattaching tasks to other milestones
Scheduling workflow

Discussions

Holding a discussion

Time tracking

Automatic time tracking while performing a task
Tracking work time efficiently

Gantt chart

Managing your project using the Gantt chart
Using Gantt chart

Reports

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

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