Projects Docs

Break a project into tasks and track them to completion.

1. Open Projects, click the project, and select the Tasks tab (or use + Task at the top of the project).
2. Type into Add a task and press Enter to add tasks quickly, or use + Task to create a full task.
3. Group tasks into stages with + phase.
4. Switch between the list and board (grid) views with the toggle, and use the search box to find tasks.

The Time counter tracks time logged against the project's tasks, and the project shows overall "done" progress.

Mark a project active or closed, and find archived projects.

1. Open the project.
2. Click the status badge next to the project name to toggle between Active and Closed, then click Save.
3. On the main Projects page, use the Projects, Closed, and Archived tabs to view projects by state.

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 'Project'. You can also expand Projects on the left 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.

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.)

Start keeping track of your projects today!

Locate projects and export the list.

1. Open Projects.
2. Switch between the Projects, Closed, and Archived tabs to view projects by state.
3. Search by name or description, filter by priority, or toggle Starred to show only favorited projects.
4. Click Export Projects to download the list.

Star a project from its row (the star icon) to mark it a favorite for quick access.

Navigate to the project you sign to delete.

On the bottom right of your computer (right nav on mobile), click the Delete Project link.

• Note that this will only delete the project. Any tasks associated must be deleted independently, or you can manage the status of the tasks.

Control who is assigned to a project.

1. Open the project and select the Members tab.
2. Under Agents, click + Add to assign an agent; use the ··· menu next to an agent to manage or remove them.
3. Under Groups, click + Add to assign an agent group.

You can also set the initial members when you first create the project.

Reuse a project's structure by turning it into a template.

1. Open the project and select the Settings tab.
2. Next to Template, click Edit and mark the project as a template.

Templates let you spin up new projects with the same setup instead of starting from scratch.

Set the scheduling and ownership details for a project.

1. Open the project and select the Settings tab (or click Set due date next to the status badge).
2. Set the Due date, choose a Priority, and pick an Audience (company/department).

The Quick Stats panel on the Settings tab shows members, days left, and open / done / on-hold / blocked counts.