Planning

PROJECT OVERVIEW
A Project, in it’s simplest form, is a collection of tasks, files, and messages, all related to a single particular goal. You could create a Project for a n...
Tue, 21 Feb, 2017 at 2:29 PM
CREATING A NEW PROJECT
To create a new Project, simply navigate to Planning–>Projects, and click the + button From this page, you have several fields and options to fi...
Wed, 11 Jul, 2018 at 2:31 PM
MANAGING A PROJECT
To manage an existing Project, simply navigate to Planning–>Projects, and select “Manage” from the Options dropdown for the particular Project. Also, you...
Wed, 11 Jul, 2018 at 2:41 PM
PROJECT TEMPLATES
Project Templates essentially allow you to “pre-create” a Project, complete with Tasks and Sprints, and then optionally “apply” that template whenever you c...
Wed, 11 Jul, 2018 at 2:43 PM
MY TASKS OVERVIEW
The My Tasks menu is where you will see all of the tasks that are assigned to you. This will include tasks from Projects, as well as any tasks and reminders...
Thu, 17 Aug, 2017 at 11:06 AM
ALL TASKS OVERVIEW
The All Tasks menu is a menu that is only available the Master Account, Admins, and Project Managers, where they can see see all of the tasks for their Proj...
Mon, 17 Apr, 2017 at 3:29 PM
CLIENT TASK APPROVAL
If you need to get your client's approval on a particular Task before you can continue, you can use the Client Task Approval workflow to accomplish thi...
Tue, 3 Oct, 2017 at 3:16 PM
ARCHIVED PROJECTS
Any Project that is archived from the main “Projects” tab will be moved to the “Archived Projects” tab. Archived Projects can be viewed, edited, or deleted ...
Wed, 22 Feb, 2017 at 9:23 AM
TEAM OVERVIEW
A Team is essentially a grouping of internal users, such as Teammates, Project Managers, and Freelancers. Many times when working on Projects, you will be a...
Wed, 22 Feb, 2017 at 9:24 AM
CREATING A NEW TEAM
To create a new Team, you will want to navigate to Planning–>Teams, and click the + button. This will display a new pop-up form, with several fi...
Wed, 11 Jul, 2018 at 2:46 PM