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.

• Open Projects.
• Switch between the Projects, Closed, and Archived tabs.
• Search by name or description, filter by priority, or toggle Starred to show only favorites.
• Click CSV (left of the search box) to download the list.

Click the star on a row to mark it a favorite. Each row's ⋮ menu has Copy Link, Create task, and Archive Project. Inside a project, Options exports that project's tasks as CSV, Excel (XLSX), or PDF.

1. Open the project.
2. Click Options (top right) and choose Delete Project. You can also open the Settings tab and click Delete project.

This only deletes the project. Linked tasks are not deleted; delete or close them separately.

To keep a project out of the way without deleting it, use Archive Project from its row menu (⋮) on the Projects page.

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.

Expand Projects in the left nav and click Reports. Open a report to view it or download it.

• Project Health & Status: Project Status Overview, At-Risk & Overdue Projects, Project Completion Report, Project Timeline.
• Task & Productivity: Task Status Breakdown, Overdue Tasks, Tasks by Phase, Task Throughput, Blocked Tasks.
• Team & Workload: Team Workload, Time Tracking Summary, Time by Phase, and more.

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.