Projects
Organize related tasks and see the bigger picture.
- Add and manage tasks in a projectBreak a project into tasks and track them to completion.
- Create a projectOur project task management allows you to link multiple tasks together to better track the various ongoing task items…
- Change a project's status (active or closed)Mark a project active or closed, and find archived projects.
- Find, filter, and export projectsLocate projects and export the list.
- Manage project members (agents and groups)Control who is assigned to a project.
- Run project reportsExpand Projects in the left nav and click Reports .
- Save a project as a templateReuse a project's structure by turning it into a template.
- Set a project's due date, priority, and audienceSet the scheduling and ownership details for a project.
- How to delete a projectOpen the project. Click Options (top right) and choose Delete Project .