Create a project Last updated: Apr 10, 2022

Our project task management allows you to link multiple tasks together to better track the various ongoing task items of a larger goal.

To create a new project, click the + symbol on the top nav, and click "New Project".

  • Give your project a name, select which agents have access to the project, and add some details. After filling in useful details about your project, click "Create Project" on the top nav.
  • Next, you can add additional details about the project, or create new tasks that link to the project. (Alternatively, you can also navigate to any task and assign it to a project.)
  • You can set the urgency of the project on the right nav.

Start keeping track of your projects today!