Projects Docs

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!

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.