Tasks and projects
How to use projects
Gather a bigger job in one project, where tasks, hours, files and notes live together and progress is easy to see.
Step by step
- Create a project
Give the project a name, description, start date and deadline.
- Add a team
Choose employees and any relevant users.
- Create tasks
Break the project down into concrete tasks.
- Track time and documentation
Use the project to gather hours, files and notes.
- Track status
Use the project overview to follow progress.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.